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Andrew Moulton – MBA, CRPC
Founder and President

andy@moultonfinancial.com


Andy’s experience in the field of financial planning and wealth management spans over 17 years, having handled investment portfolios of various sizes and complexity.  He continues to help individuals and business owners develop strategic, long-term wealth plans.

Andy believes that wealth management is a process and a partnership built on trust and integrity. He approaches that process by gaining clarity about a client's current situation – identifying core values, defining future goals, and developing a strategy that aids them in reaching their financial goals.

Without obligation to any proprietary products, he is able to make decisions with the interests of the client in mind. Knowing that life events do have altering effects on finances, he is committed to providing periodic reviews and helping clients navigate unforeseen obstacles in their financial plans.  Andy’s professional motto is: “We measure our success, by yours…”


Andrew holds undergraduate degrees in Finance & Economics from Central Michigan University and an M.B.A. in Leadership from Butler University. Andrew enjoys a variety of outdoor activities including hunting, fishing, golf & basketball. He and his wife Kelly enjoy spending time together with their 3 children at their home in Carmel, IN.





Timothy A. Johnston
Partner - Moulton Financial Group
tajohnston@woodburyfinancial.net

Timothy was brought up under the ideals and importance of being a financial representative, and in following in his father’s footsteps is dedicating himself to a life of helping others achieve financial security.

Tim has been with MetLife for 14 years as an advisor. Tim held the position of Managing Sales Director at Met Life and assisted with the recruitment and development of financial representatives within the agency.

After growing up in Carmel, Indiana and attending Cathedral High School, attended Saint John’s University where he received his B.S. in Management with a focus in finance. Tim and his wife, Ann and son, Lane live in Carmel where he enjoys being active in his community.

Tim and his family are active members at Our Lady of Mount Carmel Parish since 2004. Formerly a coach for freshman boys’ basketball team at Cathedral (‘04-’09) Tim currently is a youth Basketball and Baseball Coach for the Carmel Dads Club. Tim also enjoys spending time with his friends and family, playing basketball, fishing and hiking.


Cindy Schassberger
Assistant to Andrew Moulton
Client Service Specialist


Cindy is Andrew’s assistant; her focus is always on ensuring our clients receive first class personal service. She has the unique perspective as she was a client of Moulton Financial prior to joining our team in 2009. 

Cindy’s background in the hospitality and medical industries might not seem related, to the financial industry at first glance. But she believes they are closely tied. They all start with clients with a need.   Whether you are a guest in hotel, need to find a family doctor or need a financial advisor, clients are looking for the same thing, an outstanding product that meets their individual needs and to feel valued.

Cindy and her husband live in Carmel with their 2 teenage boys. She and her husband enjoy being active with Guerin Catholic High school where the boys attend classes and play Lacrosse. Cindy sits on the board of the Women’s Club in their parish and volunteers in several ministries there.
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Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered investment advisor. Insurance offered through Moulton Financial Group LLC and is not affiliated with Woodbury Financial.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, FL, HI, IL, IN, KY, MI, MO, MS, OH, OK, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.


This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, FL, GA, IL, IN, KY, MA, MI, MN, MS, MO, NJ, NY, NC, OH, OK, PA, TN, TX, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.