James R. Moyer, CFP®, MBA

James has been in the financial services industry since 2013. Prior to joining our team, James was an Investment Advisor with a large trust bank, where he developed the skills required to advise the clientele of Schneider Downs Wealth Management Advisors. As a former member of the Air National Guard (USAF), James brings a high level of determination and commitment that is proven through how he assists his clients in achieving their financial goals and growing their net worth. Specializing in asset allocation, portfolio construction, and financial planning, his well-rounded capabilities provide him the ability to assist clients in creating investment strategies customized to their specific goals and objectives.

James lives south of Pittsburgh with his wife, Nichole, daughter, Mila, two sons, Camden and Trenton, and his dog, Sophie. When he is not tending to the never-ending needs of a toddler, James enjoys golfing and football.