Jon Moore
Regional Director and Partner
EP Wealth Advisors
Jon Moore is a Regional Director and Partner at EP Wealth Advisors in Denver, a Barron’s Top 100 RIA. He is responsible for helping his clients align their finances, investments, and taxes with their life goals. Jon’s specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.
Jon was the President of The Moore Financial Group, LLC where he worked side by side with his father for over 22 years serving his clients. Jon is active in the community of Littleton, Colorado where he has lived for the past 17 years with his wife, Justan, and son, Ethan. He is a member of the National Association of Personal Financial Advisors (NAPFA). He also serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016).
Jon spends his free time volunteering, playing tennis, and travelling with his family.
SESSIONS
Main Stage Closing Panel: Driving Diversity, Inclusion in the Family Business – Speaker
Family businesses have a reputation for being insular. But in today’s environment, the public is growing increasingly skeptical of companies that have not made progress in diversity, inclusion and equality. Panelists will discuss strategies for opening the conversation within the family ownership group, and for making progress in this area within the business.
Please note: You can ask questions anytime during the presentation by using the Q&A box. Questions will be marked as “waiting for review.” We will get to as many questions as possible.
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