Meet Our People

Joseph P. Moore, ChFC, CLU


Joe is the President of Gwynn, Moore & Associates, Inc. He joined the firm in 1992 and moved into his current position in 1998. He has been affiliated with Lincoln Financial Advisors his entire career and is a member of the Resource Group, an elite group of top planners within Lincoln Financial Advisors.

Joe is a graduate of the University of Miami with a BBA '91 in Finance and an MBA '92 with dual specializations in Finance and Management. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He is married to his wife, Kelley, since 1992 and has three children - Jason, Jonah & Justin.

Jane M. Finkel



Jane joined Charles B. Gwynn & Co., Inc. now Gwynn, Moore & Associates, Inc. after moving from Philadelphia to Delray Beach in 1984.

As the Administrator, Jane brings almost 30 years of knowledge and experience to our firm. She is responsible for but not limited to handling the servicing of our clients needs.

She is FINRA Series 6 Securities licensed and has passed the requirements to become a licensed insurance agent in the state of Florida.

Lois I. Heller

Administrative Assistant


Lois Heller has been serving the clients of Gwynn, Moore & Associates, Inc. since May of 2007. She brings to our firm 25+ years of high level, professional administrative skills, specializing in customer service, front office management and health care administration including claims processing and resolution.