Our Team

Picure of Angela T. Moss CPA/PFS, CFP®

Angela T. Moss CPA/PFS, CFP®

Investment Advisor Representative

Angela joined Jordan Wealth Management as an investment advisor in February 2005. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Personal Financial Specialist, and a Certified Public Accountant. She is a member of the Financial Planning Association, the Idaho Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Her assets under management include small business retirement accounts as well as individual retirement and taxable accounts. As a CERTIFIED FINANCIAL PLANNER™ professional and Personal Financial Specialist, Angela uses her experience and expertise to provide personal financial planning in addition to investment management.