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®
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 13 years of experience in the financial industry and more than 90 million assets under advisement*, and she strongly believes in the financial planning process. Most recently, she was recognized as a 2019 Founder’s Club advisor—a distinction based on annual production that places her among the top 36 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 10/2020
Susan’s professional credentials include:
- CERTIFIED FINANCIAL PLANNER™ certification
- 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 Founder’s Club advisor for 2021—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 Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s 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.
Dawn brings 20+ years of knowledge to the firm in office and administrative roles. With experience from an attorney’s office, chiropractor’s office, and a Christian school office, she was perfectly fit for her role here at Five Talents Wealth Management. Her gentle smile and warmth of personality bring a calm to the office environment as she provides administrative support and backup operations support.
Aside from holding the title of administrative assistant, Dawn is also a wife, mother, and "Mimi" to her beloved grandchildren. Dawn and her husband, Matthew, have been married for almost 30 years and have two sons, Isaac and Aaron, along with a daughter-in-love, Abby. Aside from working together at Five Talents, Susan and Dawn also worship at the same church where Dawn and Matthew have been serving and attending for over 20 years.
While she and Matt are native Georgians, they love to travel and explore new places any chance they get. One of their favorite trips was to the Albuquerque Balloon Fiesta, which for someone who enjoys taking pictures, was a photographer’s paradise! Over 500 hot air balloons graced the sky that beautiful day. To this day, it is one of her favorite memories.
Clareece (Reece) is the self-declared “helper” of the office, but truly she is so much more! She is a delight to all who know her and call her friend, who are many. Her joyful disposition and servant heart are evident to all, as she happily assists and gives her best regardless of the size of the task to which she is assigned.
Reece is the second of four children, born into a diverse European family. Having spent much of her childhood in England, it is no surprise that she loves to travel and is always up for a new adventure. In fact, if she could make an occupation out of traveling the world, she would! Instead, Reece resides with her family here in Cherokee County and is in her third year at Chattahoochee Tech, working toward her degree in interior design.
Being creative is when Reece feels most at peace and living within her created purpose. She, of course, has a keen eye for detail and is resolute in following through to completion, two of the many attributes that serve her well not only as our office assistant but also in her future career as an interior designer. On her most relaxed days, if she is not reading a good book, playing with watercolor, or simply spending time with her family, she can usually be found outside enjoying God’s creation.