Patricia A. Moore
MBA | CFP® | AEP®
Patricia A. Moore is the Chief Operating Officer and a Investment Advisor Representative of Verde Wealth Group, LLC in Houston, Texas. She is a CERTIFIED FINANCIAL PLANNER™ and holds her General Lines — Life, Accident, Health and HMO Insurance license, as well as her FINRA Series 7 and 66 Securities registrations.
Patricia’s career in financial services started at a very early age working after school at a local bank to save money for her college education. She learned quickly the value of having a plan in place to achieve a goal. Her banking experience and savings paved the way for an education grounded in finance. She earned a Bachelor of Business Administration degree in Finance from Texas A&M University and a Masters of Business Administration in Finance from the University of Texas at San Antonio.
During her career, Patricia has spent over 20 years working in the financial services industry. She served as Executive Vice President and Director of Finance for Compass Bank and as President and Lead Strategist of Patlyn Consulting Group, LLC. It was not until she was tasked with creating her own financial plan, that she realized her experience in corporate finance and strategic planning could be united with her desire to help others achieve financial independence and peace of mind. She embarked on a new career path in personal financial planning.
Patricia believes that education is a life-long process. To enrich her role as financial planner, Patricia is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). She volunteers for the Women’s Resource of Greater Houston committed to building financial literacy. She also volunteers as Treasurer of both her son’s Boy Scout troop and daughter’s Girl Scout troop. She is a member of the Texas A&M University Alumni Association in Houston and currently serves as an Aggie Expert with the Women’s Former Student Network of Texas A&M (WFSN) focused on providing mentorship to future generations of women students. Patricia currently serves as a committee member for the West Houston Economic Development Summit Committee. She was one of the founding members and served as a committee chair of the American Cancer Society Junior Board of Houston. Patricia serves on the Advisory Board of Pathways for Little Feet dedicated to helping families adopt children through financial assistance.
Patricia’s passions include spending time with her family and friends, running, playing the piano, gardening and watching her twins play water polo. She resides in Katy, Texas with her husband, L. Cullen Moore and twin son and daughter, Maks and Masha Moore. Maks and Masha are already being taught the value of a dollar and the basics of saving and planning for their future.
You can reach Patricia at
firstname.lastname@example.org and view Patricia’s Digital CFP Certificate.