Moe is a Certified Private Wealth Advisor®, a Certified Retirement Management Advisor® and an Accredited Asset Management Specialist℠ professional. Moe earned his MBA from Louisiana State University with a concentration in Finance. He also holds a Bachelor of Science degree from the University of Southwestern Louisiana. Moe is a former co-chair of the Retirement Management Advisor® (RMA®) Certification Commission through the Investments and Wealth Institute (IWI) from 2021-2023. Moe also currently serves as a member of the Editorial Advisory Board of the Investments & Wealth Monitor (IWM) Journal.