meet the team
At Healthier Money, we believe everyone should be able to live the financial life they deserve. Our professionals will help you create a custom strategy to carry you into a healthier financial future.
Pat Moran | CEO / Managing Partner
With more than three decades of experience in the financial services industry, Pat Moran continues to enjoy fulfilling his lifelong calling of helping others pursue financially healthy lives.
Having managed hundreds of millions of dollars and knowing the business inside and out, Pat believes there is a better way, not only for the agent, but for the client, to pursue financial success. He steers clear of the traditional fee-based managed money. Instead, he focuses on a tailored approach to clients’ income strategies, prioritizing their life goals through a variety of financial products.
Pat has held numerous designations over the years but currently chooses to maintain one, Certified Financial Educator (CFE). He believes education is the most important factor in driving action and positive change in people’s lives. He earned his bachelor’s degree from Santa Clara University.
Pat is a family man through and through. A husband of more than 20 years and proud father of four, he lives for his kids and their achievements.
Brock Brenneman | Managing Partner
A native of Fort Wayne, Indiana, Brock graduated from Indiana University in 2017. After working in business development for the Phoenix Suns, he joined the Healthier Money team in early 2019. Brock accepted the role at the firm, in large part, because he saw how lost many of his coworkers were when it came to their own personal finances
As part of the firm, Brock is involved in all aspects of coordinating new business efforts, servicing current clients, developing new marketing initiatives and staying up to date with the most current financial strategies. Brock prides himself on being someone his clients can trust - providing unbiased information that addresses their needs.
He especially enjoys working with younger clients in creating long-term savings plans. He is licensed in life and health insurance in both Arizona and California. In his spare time, Brock likes to spend time with family and friends, whether that's on the golf course, hiking, or lakeside.
Kyle Petyak | Chief Marketing Officer
Kyle is an Arizona native and recently moved back to the Valley after eight years of military service. His time in the Navy was spent performing his duties as a Navy Corpsman. Corpsmen are Naval medics and provide emergency medical services to Marines and Sailors. Upon his exit of from military service in 2015 he was not sure exactly what he wanted to do, however, he knew that like his work in military medicine, it had to help people.
Kyle found the financial industry after having Pat, our founder, as a client. He saw how Pat genuinely cared for his clients like Kyle had cared for his patients. With financial illiteracy at an all-time high and an overwhelming percentage of Americans living paycheck to paycheck, Kyle brings his content and marketing skills to the firm as our director or marketing and lead content creator. In conjunction with Pat, his mission is to create valuable content that helps people manage their finances and make sound decisions with their money.
Kyle’s mission within the firm is to promote our message, especially to a younger demographic, and instill long-term financial skills discipline to help people avoid the financial mistakes he made younger in his life.
Outside of the office Kyle is an avid CrossFitter, father, and loves a good IPA. He is currently on a mission to secure his health and life license to move into production to help more people with their finances.
If you have any questions for Kyle feel free to reach out to him at firstname.lastname@example.org.