Our Team
- Home
- Our Team
Meet With
Expert Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Shalom Moldavski is a founding member of the Edify Financial Consulting Group and has over 2 decades of experience in the financial world.
Gil Fernandez is a founding member of the Edify Financial Consulting Group and has been a dynamic figure in the Financial Services industry for over 2 decades.
Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis.
David started in the investment advice industry in 2000 at the private wealth management firm Dale K. Erhart, Inc. as an Operations Manager.
Since joining Edify Financial Consulting Group almost 6 years ago, Cherise has been an extremely valuable and dedicated member of the team.
Financial Planning For Safe Investment
Our business is built on a foundation of thoughtful client relationships.
Strategic Alliances
25+ Years Of Experience
In Financial Services
We align with top organizations and individuals to expand your financial opportunities, blending expertise and innovation. Together, we enhance services, broaden market access, and deliver exceptional value, all while staying true to our independent vision.
Bryan serves as a CPA at The America Group. He spends most of his time coaching other financial advisors.