Broker Check
Greg Moore, CPA

I currently serve as a Certified Public Accountant® (CPA®) a shareholder with MWC Financial Services. Being part of this esteemed firm allows me to collaborate with talented professionals and deliver exceptional services to our clients. My educational journey led me to Texas Tech University, where I graduated with a Bachelor of Business Administration in Accounting in September 1977. Shortly after, in January 1978, I obtained my certification in public accounting (CPA), a milestone that solidified my commitment to this field.

In terms of licenses and qualifications, I hold the Series 7 and 66 securities licenses with LPL Financial. These licenses enable me to provide comprehensive financial services, catered specifically to the needs of my clients. I am also proudly insurance licensed and approved for Life and Health insurance in various states. Throughout my career, I have specialized in various areas, including business and personal planning for CEOs and medical professionals. Moreover, I have developed expertise in estate planning, trust planning, retirement planning, and tax planning. My focus lies in assisting individuals, especially CEOs and medical professionals, in developing comprehensive strategies to address their business and personal financial needs. By understanding their unique circumstances and aspirations, I am able to provide tailored solutions that align with their goals. Whether it's optimizing tax efficiency, planning for retirement, or navigating complex estate and trust matters, I am dedicated to guiding my clients through every step of the process.

My journey as a CPA® and financial professional has been defined by my dedication to providing exceptional service and personalized solutions to my clients. With a specialization in business and personal planning for CEOs and medical professionals, as well as expertise in estate, trust, retirement, and tax planning, I am committed to helping individuals achieve their financial goals and secure their future. Outside of my professional endeavors, I cherish spending quality time with my loved ones and engaging in activities that bring me joy. Being a West Texan has shaped my values and instilled in me a strong sense of community. I am deeply grateful for the opportunities this region has provided me and strive to make a positive impact in the lives of those around me.