Meet Our Professionals

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 and 2020 and a Forbes Best-In-State Wealth Advisor¹ in 2020. 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.

_{¹The Forbes Top Women Wealth Advisors and Forbes Best-In-State Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

Professional

• Merrill Lynch 1991–1996
• First of Michigan 1996–1998
• RW Baird 1998–2006
• Wells Fargo Advisors 2006–present

Credentials

• CERTIFIED FINANCIAL PLANNER™ professional
• Accredited Domestic Partnership Advisor℠
• Certified Private Wealth Advisor^®
• Certified Retirement Counselor^®
• Life, accident, variable contracts, and long-term care insurance licensed
• Certified Financial Planner Board of Standards, Inc. member
• International Foundation for Retirement Education member
• Investments and Wealth Institute^® ambassador

Mark has been dedicated to helping clients grow, manage, protect, and transfer wealth for nearly 30 years. For him, business is personal. He takes to heart his responsibility to serve as a guide for his clients, as both a steward of their wealth and an advisor during times of celebration and uncertainty. He takes pride in being an integral part of his clients’ financial decisions and seeks to help them thrive the inevitable changes along the life-cycle curve.

Following a successful executive management career, Mark took a more entrepreneurial path in financial services in 1991. There he met Peg Moore who would become his partner in life and colleague in business. Mark and Peg established the Stutzmann – Moore Wealth Management Group in 2006. Mark’s role on the team is to guide portfolio construction and monitor the nuance of change in the financial markets and global economic cycles. He aims to be respected, results-oriented advisor committed to telling it like it is, honoring his word, and providing clients a meaningful view forward.

Born in Detroit, Ford Motor Company transferred his father to Mexico when he was a young boy. He graduated high school from Colegio Americano in Mexico City. Mark is fortunate to be bilingual and bicultural. A U.S. Army veteran who served during the Vietnam era, Mark actively supports Veterans through several organizations, including being a sponsor of Fisher House. Paying it forward Mark has volunteered for many nonprofits, including the American Red Cross Disaster Action Team. He has served on the boards of Honor Flight Michigan and Help For Our Disabled Troops. Today he and Peg live in Ann Arbor. A former martial artist and semi-pro soccer player, Mark stays active in the gym and enjoys extended cruising on the Great Lakes with Peg. Fall color change beckons them to mountain trekking.

Professional

• Merrill Lynch 1991–1995
• Key Investments, Inc. 1996–1998
• National City Investments 1998–2006
• Wells Fargo Advisors 2006–present

Credentials

• Series 7, 24, 63 and 65 registered
• Life, accident, variable contracts, and long-term care insurance licensed
• Investments and Wealth Institute^® member

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 and behind the scenes 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 since 2011. 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.

Professional

• Wilcox Financial 1998–2000
• National City Investments 2000–2006
• Wells Fargo Advisors 2006–present

Credentials

• Series 7, 63 and 65 registered
• Life, accident, health, and variable contracts insurance licensed

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.

Professional

• Robert W. Baird, Inc. 2004
• Dearborn Partners, LLC 2006–2009
• Steve Madden, Ltd. 2010–2018
• Wells Fargo Advisors 2018–present

Credentials

• Series 7 and 66 registered
• Life and variable contracts insurance licensed