With 30 years of experience in the financial industry, Jennifer Moser combines a heart for service with attention to detail, ensuring that every client receives thoughtful, personalized financial guidance. As a financial advisor and co-founder of Maestro Wealth Advisors, she is dedicated to helping individuals, families and business owners navigate their financial journeys with confidence.
Born in Fort Bragg, North Carolina, and raised on a small farm in Kentucky, Jennifer returned to North Carolina to attend Wake Forest University. She later worked full-time at Wachovia Bank and Trust while earning her MBA from the University of North Carolina at Greensboro Bryan School of Business and Economics.
As a Certified Exit Planning Advisor (CEPA®), Jennifer specializes in helping business owners develop strategic succession and transition plans. The CEPA® certification, recognized by the Exit Planning Institute, equips her with the expertise to guide entrepreneurs through the complexities of maximizing business value, minimizing tax burdens, and planning for a successful exit – whether through a sale, family succession, or transition into retirement.
Jennifer and her husband, Craig, have been fortunate to build both a family and a business together. As co-founders of Maestro Wealth, they have worked side-by-side to help clients create financial confidence and security.
Beyond her professional work, Jennifer is passionate about real estate and enjoys everything from home design to investment properties. A big fan of HGTV, she also loves cooking, running, traveling and – above all – spending time with her four children (Matthew, Heather, Cameron, and Ian) and embracing the joys of being a grandmother.
