Meet the professionals who can help you
Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

The team behind Platinum Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

karly-moore

Karly Moore Founder / Independent Agent / Retirement Consultant

With an extensive career spanning over 25 years, Karly Moore stands out as a seasoned financial professional committed to equipping her clients with the knowledge and resources necessary for successful retirement planning.

Karly's dedication shines through in her meticulous approach, as she invests time and effort to deeply understand her clients' financial situations, objectives, goals, and needs. Crafting tailored financial strategies with precision, she takes great care in developing personalized plans for each individual.

Karly finds fulfillment in witnessing the tangible outcomes of her hard work, as those she assists gain confidence in their financial future and relish their retirement years with peace of mind. Karly Moore is a trusted ally on your path to financial well-being.

In her leisure time, Karly indulges in playing tennis, cycling, and, above all, cherishing moments with her family.

scott

Victor Scott Moore Independent Agent/Retirement Consultant/Operations

Scott is a distinguished Fortune 500 Global Executive leader with over 25 years of experience in sales and operations management, encompassing business strategy development, marketing, and finance. Renowned for his sales and operations management expertise, Scott diligently supervises all facets of Platinum Advisory Group's operations.

Throughout his illustrious career, Scott has consistently delivered exceptional results in sales and revenue growth across companies of various sizes and stages. Leveraging his profound knowledge in corporate compensation, retirement strategy, and stock structures, Scott is dedicated to empowering retirees to achieve financial prosperity and security.

tristan-m

Tristan Moore, MHA Independent Consultant/Doctoral Candidate/Business Development

Tristan Moore is a doctoral candidate at Drexel University, pursuing an Executive Doctorate in Business Administration with a focus on nonprofit success. He holds a Master of Health Administration in Leadership and a Bachelor of Science in Business Administration.

Tristan’s experience spans from advising mom-and-pop businesses to managing multi-billion dollar healthcare portfolios, demonstrating a unique ability to adapt financial strategies across varying scales. With his years of experience, Tristan provides the support that Platinum Advisory needs to prioritize their clients' financial goals, helping them achieve their desired outcomes. His academic background and professional expertise ensure a balanced approach to financial decision-making, promoting both strategic growth and operational efficiency.

In his leisure time, Tristan enjoys watching football, assisting local non-profits, working out, and exploring the outdoors.

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.

Or give us a call at (210) 903-6754.