Our Team
J.T. Mooser
Wealth Plan Design Specialist
Hometown: Louisville, KY
J.T. Mooser
Wealth Plan Design Specialist
ABOUT
J.T. was born and raised in Louisville, Kentucky. He is a recent graduate of the University of Kentucky where he earned his B.B.A. in Finance, Accounting, and Marketing, graduating Summa Cum Laude. During his time at UK, he served as captain of the lacrosse team and was an active member of the Sigma Nu fraternity. J.T. is an enthusiastic fan of Kentucky basketball, football, and the Germany National Soccer Team. In his free time, he enjoys biking, working out, playing video games, and spending time at the beach.
Are you an early bird or a night owl?
Night Owl
What would the title of your autobiography be?
Figure It Out
If you could only listen to one song for the rest of your life, what would it be?
Disparate Youth - Santigold
If you could have the power of teleportation right now, where would you go?
Sanibel Island, FL
What is the last TV show you binge-watched?
Last Chance U
Motto or personal mantra?
Leave no doubt.
What inspires or motivates you to do your job, as it relates to the customer experience?
Clients put trust in their advisors, they hand over the keys to a large factor of their lives that will ultimately shape their future. Pride is felt when given that much trust from someone.
MY TEAM
Brandon Hayes
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Kurt Brucker
Senior Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Austin Willis
Wealth Plan Design Specialist
Auguste Hanna
Wealth Plan Design Specialist
Courtney Wimpey
Wealth Plan Design Specialist
Allyson Garringer
Operations Manager
Featured Articles
How to Avoid a Financial Holiday Hangover
10 Things to Know Before Moving Abroad
Top High-Earning Careers: Financial Insights For Success
Get The Most Out Of Your Holiday Budget: Essential Tips
Making Smart Loan Choices: What You Need to Know
Preparing Financially for Your First Home Purchase
Has This Election Made You Rethink Where You Live?
Is Your Income Enough for Your First Credit Card? 8 Considerations
The Importance of Talking About Money: How Open Financial Conversations Build Stronger Financial Futures
Can We Still Afford To Defend America?
The Role of Technology in Modern Financial Planning
Non-Deductible vs Deductible Business Expenses: What Can and Cannot Be Written Off?
How E-Commerce is Changing Horse Racing Apparel and Accessories
6 Often-Overlooked Money Drains That Could Be Impacting Your Vacation Rental Business
Do's and Don'ts of Buying a Second Rental Property
Finance Tips Every Small Business Should Know
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.