Wesley Moyer | Modern Woodmen Financial Representative

Wesley Moyer

FICF, CFFM

Wesley Moyer

FICF, CFFM

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Wesley Moyer
At work

At work

At work

Why I do what I do

Why I do what I do

I’m so blessed to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do.

I serve members in…

Apex and surrounding communities.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

anyone who wants to improve their financial situation.

I attended…

the University of North Carolina at Chapel Hill on a baseball scholarship.

I am very proud of…

my family.

Before Modern Woodmen, I…

worked with a local insurance company helping people with their car and home insurance needs.

I chose Modern Woodmen because…

I never saw an organization give so much back to the communities while also helping families with their financial planning.

The best part of my career is…

sitting with people and putting plans in place to help them achieve their financial goals.

A favorite moment in my career was when…

my chapter held a Matching Fund project to help a local man who lost his wife to cancer after their third child was born.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s rewarding to be able to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Stacey, and our four kids.

In my free time, you can find me…

serving the community through my council position, hanging out with my family, coaching my kids' sports teams, or maybe, just maybe, playing a round of golf.

I’m passionate about…

my family, my community and Eric Church.

My greatest blessing is…

having a healthy family.

My personal motto is…

Colossians 3:23, "Whatever you do, work at it with all your heart, as working for the Lord ... "

Community impact

In the community

In the community

My local community impact

I have lived in my community…

since 1994.

What I like best about my community is…

the small-town charm.

I’m a member of…

Summit Church.

My favorite volunteer activities are…

anything where I can involve my kids to teach them the importance of serving others.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

delivering a check to a father of three after he lost his wife/the kids’ mother to cancer a couple months earlier.

Current insights

Current insights

Thanksgiving is about appreciating the people around you and being grateful for the things you have. Here are four ways you can help spread cheerful vibes to our community. 1. Deliver meals to seniors to bring holiday cheer. 2. Write thank-you notes for veterans, health-care workers or teachers. 3. Support a family in need by sponsoring a Thanksgiving meal. 4. Create care packages for homeless shelters or deployed troops. Members, did you know you can apply for a Do-Good Grant®️ to create one of these projects? Ask me how! https://www.modernwoodmen.org/do-good-grant/

Small-business owners – this season, give yourself the gift of financial peace of mind. As the holidays ramp up, so do demands on your business. Now’s the perfect time to think beyond seasonal sales and focus on long-term protection and planning. Modern Woodmen offers tools to help you: · Prepare for unexpected events (like the loss of a key employee). · Set up buy-sell agreements to protect your legacy. · Offer meaningful employee benefits without complex plans. · Understand your business’ true value for future growth. Learn more about how Modern Woodmen can assist and contact me with any questions! https://www.modernwoodmen.org/financial-planning/business-planning/

Stand among heroes. Honor their legacy. Be part of something bigger. Join fellow Modern Woodmen members on Dec. 13 for National Wreaths Across America Day. You and your guests will place live balsam wreaths on veteran's headstones – a heartfelt gesture of remembrance and gratitude. wreathsacrossamerica.org/ModernWoodmen

The holidays are magical, but they don’t have to be expensive. Here are four quick tips to help you celebrate without breaking the bank. 1. Set a budget to stick to. 2. Make a gift list and prioritize. 3. Shop early to avoid last-minute splurges. 4. Go with DIY gifts and decorations to add a personal (and affordable) touch. Looking for more tips? Let's discuss.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

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Select a financial goal from the drop-down menu to find helpful tips and articles.

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