Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
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 Planning Associate
Kyle Petyak Marketing and Content
Jesus Ramirez Planning Associate
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.