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Our Team


CA Insurance Lic # 0603291 Retirement is the golden age of life, but many people struggle to make the financial decisions necessary to enjoy the fruits of their labor. This is why I founded Moffat Financial Group. I understand the...

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CA Insurance Lic # 0E46349 "Most people have a general idea of how to save and spend their money in ways that bring enjoyment. I am passionate about helping people pinpoint essential financial tools and prepare a plan that becomes...

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Lorie Frame

Administrative Assistant

Lorie enjoys working in a client-centered office. She loves to greet people and try to find one great thing that has happened in their day. She strives to learn new things every day, whether it is something about the clients she is...

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