Peg brings who she is to what she does. She lives her values – in and out of the office. In fact, she’s so devoted to realizing those values, they seamlessly blend her personal and professional lives. While Peg strives to help her clients live their best lives, she is driven by the same mantra. She believes deeply in filling her own days with meaning and purpose, and simultaneously focuses on empowering her clients to be able to do the same. For Peg, life is not about one single moment, it’s about the full collection of moments. It’s this conviction that defines how she guides clients as well, taking a holistic approach in which all decisions are connected to the priorities, passions and goals that make a life.
Peg integrates relationships and planning. In fact, she believes you can’t have one without the other. To be an effective financial steward for clients requires Peg to have a deep understanding of who they are – from their responsibilities and plans to their fears and dreams. She takes pride in her client relationships and in her reputation as a dynamic, tenacious client advocate committed to candor without malice and modeling the fact that actions speak louder than words.
In 2006, Peg created Stutzmann – Moore Wealth Management Group of Wells Fargo Advisors with her husband, Mark. Today clients rely on her deep knowledge and more than 30 years of experience to help them grow, manage, preserve and transfer their wealth. Peg was recognized as a Forbes Top Women Wealth Advisor in 2019, 2020, 2021 and 2022 and a Forbes Best-In-State Wealth Advisor in 2020, 2021 and 2022. She has earned several respected professional designations.
Peg was born in Germany and raised in Ann Arbor, where she and Mark currently live. She is steadfast about giving back and supports many local and international nonprofits. Involved in the American Red Cross since she was a kid, she was a volunteer on the Disaster Action Team and is an active member of its women’s leadership society, Tiffany Circle, serving on its National Council. Peg is also a former board member of North Star Reach camp. In addition to funding two endowed scholarships for veterans pursuing careers in the trades, she actively supports groups like Fisher Houses of Michigan as well as other organizations including the American Cancer Society, the Alzheimer’s Association and the Michigan Theater. She is an avid reader and is dedicated to humanitarian causes, women’s issues and spiritual development. A former competitive swimmer, bodybuilder and martial artist, she stays active in her spare time hiking and participating in many fitness-related activities.
The Forbes Top Women Wealth Advisors and The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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I remember the first time my father transferred out of the country. He would be away seven months. He sat me down, asked that I help my mother around the house and admonished that I keep my four younger siblings in line. Accountability. I was in sixth grade.
Ford Motor Company moved our family to Mexico City one year later. I attended the American High School 7th - 12th grade. Languages from all seven continents were spoken in the halls but each new arrival was emersed in after-hours Spanish classes until proficiency was achieved. Peer pressure was the better teacher because classmates transitioned seamlessly between English and Spanish and well, fitting in began the natural process of becoming bi-lingual and bi-cultural. An invaluable accent on my education.
In university I played varsity soccer. Our team ranked and as one might expect many of my teammates were from countries other than the U.S. When we socialized it seemed natural and right that girlfriends and visiting parents blended customs and cultures. Even in the 60’s and 70’s my learning experience was not filtered through lens of segregation and racism. Comingling of personal belief and values amplified acceptance and I have benefited immeasurably in the way I approach and am perceived when I meet new people. The path to openness and trust is found more easily.
I am a Vietnam era Veteran. When I enlisted in the summer of 1972 the “new” Army quickly assessed my natural and learned abilities gave me an arm band with three stripes conferring authority and a leadership role in boot camp. Under direction of our Drill Sergeant and Command cadre it was my responsibility to mold a 40-man, rag-tag platoon into a unit and assure each man was physically and mentally prepared to graduate from Advanced Infantry Training. Our platoon excelled
Pursuing an MBA was expensive. I had to work. Unloading semi-trucks at the UPS hub provided a good wage and health benefits. A two-year, graduate assistantship with the university Placement Office supplemented income. Fortuitously, a global pharmaceutical company enlisted me to participate in a HR training curriculum matching management trainees with graduate students as “practice interview” candidates. The essence of the program taught prospective managers to listen for the skills and traits, and more importantly the behaviors demonstrated by previous achievers. It held that desirable behaviors would be more easily replicated and improved upon. My participation in these exercises proved a valuable learning experience. They shaped my career path.
The advent of computerization accelerated the transition from wet bench research to micro analysis and modeling. It was my good fortune to be selling laboratory equipment during the evolution of Moore’s Law in technology. Subsequent promotions to regional, national, and global sales manager were rooted in my ability to teach in a technical environment and hire talent. Real mentoring began in the Board Room with tenured department heads solving real problems. Walking our production floor chatting with workers dependent on jobs to care for families has from that time forward reinforced that my decision-making has consequence. I remain accountable.
A Japan-based company executed a leveraged buyout of my employer. I was asked to accept a lower position and lead sales in the Eastern U.S. and Canada. I asked for an exit package. I was in my 40’s and could not risk that a detached management team might exercise a similar strategy when I was 55. I changed carriers and accepted a Financial Consultant position at Merrill Lynch. I was a first-generation college graduate and did not come from money. I did not have contacts. I had life experience, demonstrated success, confidence, and a phone book segmented by zip code.
At the urging of local attorneys and tax advisors Peg Moore, Managing Director - Investments, and I merged our financial advisory practices in 2006. Divergent skills met an underserved need. My efforts are directed to economic and investment strategy, and portfolio implementation to deliver the outcome emanating from the investment planning exercise undertaken by Peg and our clients. Our portfolio modeling has fully participated in advancing trends. Conversely, having helped our relationships navigate several bear market declines we have learned that clients are more accepting of challenging periods when their incomes are stable and/or rising. Toward that end, our core portfolio satisfies two mutually beneficial constituents: (1) We utilize institutional equity managers that have demonstrated consistency increasing dividends even in the most difficult market environments and, (2) our fixed income structure deploys institutional bond managers that deliver stable, predictable interest payments. Attention to credit quality lends confidence to return of principal at maturity. To more narrowly focus on individual objectives and preferences we diversify with custom, complimentary satellite investments orbiting the core portfolio.
Our primary measure of performance is the client experience. A live, helpful voice answers every phone call. Referrals have been the impetus for our growing practice. Clients speak well of us when they are away from the office. For more than three decades our team has helped clients build, manage, protect, and transfer wealth. Our role supports life’s transitions and planned milestones. And we are there for client’s when unwelcome and unexpected events drive a change in outlook. Our nuance in coaching raises us to the higher bar. Beyond experience and credentials our team brings integrity, candor, and compassion. My wife, my business partner, adds an uncanny ability to hear more than a client’s words. To see more than what is revealed. Those seeking advice-giving lean in and listen with interest as Peg guides them through dialogue. Moreso, when Peg engages the breadth of our team. A bridge to trust is evidenced. To the benefit of our clients our practice has moved from success to significance.
With more than 20 years of experience Jason is dedicated to earning a reputation for helping his clients achieve their goals and be the first call his clients make when they have a question, need assistance or just want to say hello. A master multi-tasker with a natural gift for relationships, he works diligently with clients to deliver exceptional service while working to make every client feel like part of the family. He believes his, approachable nature, combined with his investment knowledge and understanding of financial services, make him a respected go-to resource and integral part of the team.
Jason credits his strong work ethic, family values and upbeat attitude to his life experiences. One of seven siblings raised by a single mother, he learned the importance of family and working hard for what you want. He mastered staying positive as a 21-year-old kidney transplant success. Jason began working with Mark Stutzmann in 2001 and has been part of the Stutzmann – Moore Wealth Management Group team since Day 1. He has the Premier Client Associate distinction for 9 consecutive years from 2011-2020. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Born and raised in Ohio, Jason moved to Michigan in 2000 and has lived in Dexter since 2011. He and his wife, Wonja, stay busy with their two teenagers and their activities, including baseball, golf, swimming, fishing and volleyball. A high school pitcher and shortstop, Jason teaches baseball and volunteers with several youth organizations. He enjoys taking wilderness walks, fishing, yard work and sitting around a campfire with family and friends.
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A goal-driven, self-motivated professional with two decades of business and project management experience, Julie shares her enthusiasm and perseverance with clients and colleagues alike. A genuine people person, and a helper at heart, she works to be an esteemed member of the team who strives to exceed expectations and consistently deliver on the promise of exceptional service for which the firm is known. Often the first call for clients in need, Julie interacts daily with clients to help find answers to questions and manage requests related to the administration of their accounts.
Following a career in business, finance and the non-profit sector, Julie joined the Stutzman-Moore Wealth Management Group in 2020. A stickler for detail who is passionate about process, Julie aims to be valued for her efficiency, reliability and follow-through. She takes pride in being easy to talk to and in her ability to stay even-keeled in a fast-paced environment.
The youngest of six children, Julie is Michigan born and raised. She and her husband, Tysen, have three young adult sons and enjoy life as empty nesters, cooking, gardening, sailing on Lake Michigan and showering their dog with attention. Outside the office she is a primary caregiver for her elderly father, who is in an assisted living facility, and volunteers for the Hemophilia Foundation of Michigan, the Children’s Leukemia Foundation of Michigan, and as a wish granter for Make-A-Wish Michigan. An outdoors enthusiast, Julie stays active hiking, running and kayaking. Her most challenging hike to date was trekking eight miles to the bottom of the Grand Canyon with 14 family members – they all made it out injury-free and without any rattlesnake run-ins to report.
Ashley leverages the lessons of her 15-year career to help bring efficiency and empathy to Stutzmann – Moore Wealth Management Group, where she focuses on helping clients solve everyday needs and meet their future goals. Throughout her career she has learned the importance of a keen attention to detail to keep things running smoothly. She holds herself to a high standard for follow-through and to work towards results, which she believes clients both appreciate and depend on. She also learned connecting with people on a personal level is integral to successful collaboration. This dovetails smoothly with the fact that Ashley is naturally warm and intuitive, and genuinely values building client relationships.
Ashley first worked with Peg Moore as an intern in 2004. After following a career path in financial services and fashion, Ashley joined Stutzmann – Moore Wealth Management Group in 2018 as a financial advisor mentoring with Peg, who is her aunt. In addition to working with clients, she directly supports both Peg and Mark Stutzmann, coordinates the team’s community involvement and takes the lead on office technology. Ashley believes she is known as a hard-working, self-confessed perfectionist who can always be relied on to go the extra mile to get things done.
After spending eight years in New York, Ashley moved back to the metro Detroit area to be closer to family. She and her husband, Kevin, are both Michigan natives and love spending quality time with family. They have two young daughters and can often be found playing at the playground, on nature walks or in the pool. Ashley enjoys trying new local restaurants and exploring markets for one-of-a-kind finds for her home and wardrobe. In her spare time she enjoys baking and traveling in the U.S.
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