Hannah Moore, CFP®

Hannah is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth and the planner who works one-on-one with each of our clients. 

 Hannah graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008. Hannah has been voted one of D Magazine’s Top Financial Planners in Dallas since 2014 and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association. She was also included on Investment News’ 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. As of 2019, she was also named one of Investopedia’s Top 100 Financial Advisors in the nation.

In addition to her extensive experience and qualifications, Hannah is passionate about helping people understand their money in meaningful ways. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity, and offers her clients confidence in their decisions. 

In her spare time, Hannah can be found spending time with her husband Charlie, chasing after her daughter Alice, quilting, gardening, beekeeping, or cheering on the Baylor Bears. 

You can connect with Hannah and Guiding Wealth on LinkedIn, Facebook, Twitter. You can also read more about her personal story here.

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Matt Fizell, CFP®

Matt Fizell is our Associate Financial Planner and Operations Manager. He is a Certified Financial Planner™, as well, and helps Hannah best serve our clients. He is often the first person you’ll connect with here at Guiding Wealth and he’s committed to making all our clients feel welcome! 

Matt attended UW-Madison and is actively involved in the paraplanning program at Southern Methodist University. In his past work, he served multiple financial planners through his own paraplanning firm.