Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
How do we develop a Multi-Generational Legacy Plan for our heirs in the future?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Donald L. Moore, CLU®

Chartered Financial Consultant®

301.474.8300

Bachelor of Science degree from West Chester University. Masters work at the University of Maryland, College Park, MD. Over 50 years of experience in the financial services industry.

Donnie Moore

Investment Adviser Representative

301.474.8300

Donald Lee Moore, II (Donnie) graduated from DeMatha Catholic High School in 1988. He then studied at Salisbury State University and graduated in 1993 with a Bachelor of Science degree and double major in Marketing Management.

Ann Moore

Vice President

301.474.8300

Ann is a co-owner of Chesapeake Financial Strategies with her husband, Don. With over 40 years of experience in the financial services industry and the firm, she provides perspective and extensive experience for clients and her team.

Rina Placer

Client Services Specialist

301.474.8300

rplacer@chesapeakefinancialstrategies.com

Rina has been with us since 2009 and is an important part of our team. She values the relationships we build with our clients and enjoys helping people.

Lorelei Placer

Client Services Associate

301.474.8300

lplacer@chesapeakefinancialstrategies.com

Lorelei has recently joined the office and is eager to assist. She is Rina’s daughter and holds similar values and dedication. Lorelei is attending college currently. She keeps busy and focused.