Our Team

Our Team

We at Five Talents Wealth Management are always ready to address your concerns, answer your questions, and help put you at ease. Please meet our great staff!

Susan Reznor Moone, CFP®, AIF®

Financial Advisor

Susan is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Five Talents Wealth Management since its inception. Having formerly worked as a teller at Wachovia, she jumped on board with Jamie Williams at Five Talents Wealth Management in May 2007. Throughout the years, Susan assisted Jamie in all aspects of the business, including administration, operations, client relationships, and research and data collection. Having served faithfully in these capacities, she understands the importance of knowing her clients personally and making herself accessible to them, while loving them through the process of #InvestingWell. 


Susan has two bachelor’s degrees from Pensacola Christian College, along with an educational certificate (ESL), her notary license, and several notable positions from her years of schooling. She holds the prestigious CFP® industry certification, the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as her health, life, and variable insurance licenses. She has her Accredited Investment Fiduciary® (AIF®) designation and is also licensed to discuss and sell long-term care (LTC) insurance. 


In 2017, Susan became the business owner of Five Talents Wealth Management, LLC. She has over 16 years of experience in the financial industry and more than 99 million assets under advisement*, and she strongly believes in the financial planning process. Most recently, she was recognized as a 2022 Founder’s Club advisor—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.


Susan and her husband, John, live in the Hickory Flat community of Cherokee County. They have one son who has captured their hearts and keeps them on their toes! He is not only a bundle of energy but also a blessing and delight! Being a sports enthusiast with strong Cincinnati roots, Susan loves to cheer on the Reds, the Bengals, and the Ohio State Buckeyes. She is also an accomplished pianist who enjoys using her talent to the glory of God.    


*As of 12/2023


Susan’s professional credentials include:

  • Series 7 General Securities Representative Registration
  • Series 65 Uniform Investment Advisor Law Registration
  • Series 66 Uniform Combined State Law Registration
  • Accredited Investment Fiduciary® (AIF®) designation
  • Long-Term Care Licensure
  • Health Insurance Licensure
  • Life Insurance Licensure
  • Variable Insurance Licensure



Susan Reznor Moone is proud to have been recognized as a Founders Club advisor for 2022—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founders Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founders Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership. 

Joshua Witkoski

Admin and Office Coordinator

With a diverse array of talents and a wealth of experience across various industries, Joshua has honed his ability to excel in a multitude of roles. Although he pursued a major in youth ministries, his professional journey spans through fields dedicated to ensuring exemplary service and care for clients.

As our capable Admin & Office Coordinator, Joshua adeptly juggles numerous responsibilities within our firm. When you reach out, Joshua is the welcoming voice you'll hear, and he's also the go-to for scheduling appointments. His proficiency in the IT realm proves invaluable for our clients, offering assistance in navigating accounts and facilitating seamless form downloads.

Originally from Pennsylvania, Joshua's love story began at a church camp where he and his wife,  Anna,  both served as counselors. Their union has flourished since their marriage in 2020. When not in the company of Anna, Joshua immerses himself in the world of technology, relishing in all thing’s tech related. Additionally, his creative talents extend to balloon artistry and the voice-over industry, where his gifts truly shine.

Stacy Watson

Client Service Assistant

Stacy embarked on her career in this industry as a data entry specialist, diligently working behind the scenes to support representatives in serving their clients on the rollover side. Despite a career pause to raise her children, she has consistently honed her expertise in managing intricate details.

In her role as our Client Service Assistant, Stacy thrives in the realm of data entry. She ensures beneficiaries, trusted contacts, and other critical information are promptly updated to maintain the current and accurate status of our clients. Moreover, she oversees the seamless transition of tasks from initiation to completion. Although the industry has evolved, Stacy's unwavering dedication to serving you remains steadfast.

Married to Ron, Stacy is a devoted parent raising four children, with two already having graduated from high school and the younger two well on their way. Her family is the cornerstone of her world, and you'll often find her on the sidelines, wholeheartedly cheering on her children in their various pursuits, be it sports, music, or other talents they showcase.