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Wendy M. Moyers, CFP®, CDFA®

Senior Financial Advisor

Wendy Moyers is a Senior Financial Advisor with CBM – Councilor, Buchanan & Mitchell, P.C. with more than 20 years of professional experience delivering financial planning and investment advisory services to individuals and families. She joined CBM in November 2017 and currently works with clients through all aspects of their financial lives. In additional to financial planning, Ms. Moyers is trained as a financial neutral for collaborative divorce and mediation services.

Prior to joining CBM, she served as senior financial advisor at May & Barnhard, a tax and financial consulting firm, and as a founding principal at Linden Oak Wealth Partners, a financial planning firm dedicated to supporting women through major life transitions including retirement, career changes, marriage, divorce and inheritances, among others.

Ms. Moyers is a member of the National Association of Personal Financial Advisors (NAPFA), the Estate Planning Council of Montgomery County and the School Advisory Board for Holy Cross School.

Ms. Moyers holds a Bachelor of Science in Business Administration from Colorado State University. She is a Certified Financial Planner® professional and a Certified Divorce Financial Analyst® professional.

She also serves as a Senior Financial Advisor with May Barnhard Investments, LLC.

Point of View

Financial planning is personal, so my goal is to listen to and understand my clients, their goals, dreams, values and priorities. Then we work together to implement a plan that is customized to their goals and dreams, allowing them to enjoy their lives while appreciating peace of mind.

Influence

My grandfather was a Navy pilot in World War II. He and my grandmother were married in December 1946, and he was so wonderful to my grandmother until her death in 2010. My grandfather has shown me how to be a kind, generous, caring, respectful, honest person who is committed to family, work and community. He turned 98 in June and I so admire how gracefully and thoughtfully he lives his life.

Mentor

Debbie May is a great mentor, cheerleader and trail blazer. I am very grateful to be part of her team.

Inspiration

My kids. They are my shining light, everything I do is with them in mind.

Lightning Round

  • What is your favorite memory?
    Any time spent with my two girls. We have so much fun together!
  • Where is your favorite place to spend time?
    The beach. There is something so restorative, calming and inspiring about the ocean and the sand and the salty air.
  • What is one item on your bucket list?
    Going to the Grand Canyon
  • What are four to five words you think describe you.
    Fun, responsible, thoughtful, enthusiastic, candid
  • What do you want people to remember most about you?
    That I cared about them
  • What is a favorite book that you read?
    The Little House. This is a picture book about a little pink house that was moved from the city to the country. I have the original book that my grandparents gave my aunt, and I have shared it with my girls.
  • What is one of your favorite quotes?
    “Be yourself; everyone else is already taken.”
    ― Oscar Wilde