NORTHAVENUE IN THE NEWS
Kristen E. Moosmiller, EA, CFP®
FOUNDER, SENIOR ADVISOR
For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes.
As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement.
Her greatest joy is encouraging and supporting clients to achieve their personal dreams.
HIGHLIGHTS
CERTIFIED FINANCIAL PLANNER™
EA - Enrolled Agent with the IRS
Top 40 Advisors Under 40 Award InvestmentNews 2016
NAPFA
National Board Member (2019-Present)
Financial Planning Association
of Central Ohio
Chairwoman (2016)
President (2014-2016)
Board Member (2012-2013)
Stephanie Bailey, MSFP
ASSOCIATE ADVISOR
Stephanie has loved finances since she was a teenager and balancing her sister’s checkbooks. It took a Bachelor’s degree in Spanish from Washington State University and many years of managing her family’s finances to realize her passion and desire to support others with charging forward toward their own financial freedom.
Stephanie has recently joined the finance world after staying at home with her children for the last sixteen years. She has a Master’s degree in Personal Financial Planning from Kansas State University. Stephanie has already passed the CFP® exam and is working on her experience requirement to obtain the CFP® marks. She is grateful to be a part of each client’s financial journey at NorthAvenue.
As a military spouse, Stephanie has lived all over the United States. She has called Wyoming, Washington, Maryland, Arizona, California, Missouri and Texas home. Stephanie’s greatest joy is her husband, Travis, and three daughters: Lauren, Rachel, and Abigayle. When faced with downtime, Stephanie loves to watercolor and bake.
Sophie Tucker
OFFICE MANAGER
Sophie is a recent college graduate, having obtained a Bachelors in Communication Analysis & Practice from The Ohio State University. She is proud to admit she graduated summa cum laude. As someone who is entering the job force, she is excited to expand her knowledge and plan for the future. She is new to the financial planning realm and eager to continue learning how she can help clients.
Sophie’s degree largely focused on human development and interaction, leaving her with the overarching goal of helping others. Throughout her studies she learned about everything from interpersonal relationships, to group settings and how to better serve different personality types. Sophie is excited to use the skills she gained from her recent education to maintain order and to develop fruitful financial planning relationships.
Sophie is a Westerville, Ohio native and currently enjoys living in the Worthington area with her daughter, Eloise, and partner, Mike. They take joy in spending time at the park as a family and hiking. Sophie is an avid believer of the freeing nature of exercise and appreciates time spent outdoors.
Jeff Theado
OPERATIONS STRATEGIST
Jeff is a proven leader in helping institutions find ways to drive efficiency. Thinking he would like to get into coaching football, he graduated from Ohio State in 2008 with a degree is Sports Leadership but ended up working in warehouse management for the university for a few years before joining Fisher’s MBA program in 2013. Upon graduating in 2015 he went to work for a global manufacturing firm headquartered in central Ohio. In joining NorthAvenue, Jeff is excited to bring his expertise to a small, growing company after over a decade in public and private sectors.
Outside of work, Jeff tries to find time for just about everything, but his true passions are athletics and exploring. In addition to his love of team sports, he rides his bike annually in Pelotonia and completed the Ohio 70.3 Ironman in 2021, with his sights set on a full Ironman in 2022. When not training or traveling with his wife Kristen, Jeff enjoys relaxing at home playing video games or reading.
Bobbie Moosmiller, CPA Inactive
IN-HOUSE TAX CONSULTANT
Bobbie is a Columbus, Ohio native and a proud alumnus of The Ohio State University. Originally a school teacher, Bobbie opted for a career change after 10 years of educating Columbus' youth. Returning to college, this time at Franklin University, she majored in accounting earning the CPA designation shortly after graduation.
As a Senior Tax Accountant, specializing in estate and trust tax laws, she boasts 30 years of experience as a practicing CPA. And, while Bobbie no longer maintains her CPA certification, she still brings serious tax expertise to the NorthAvenue team.
Bobbie and husband John reside in Westerville, Ohio. Both are Buckeye football fans as well as enthusiastic travelers and artists. She escapes it all by cozying up with a good book, preferring British history and mysteries.
OUR INVESTMENT PARTNER
Asset Dedication provides a higher standard of portfolio management, with a time and goals-based approach to asset allocation they create customized strategies that fit each client's unique plan.
Stephen J. Huxley, PHD
Managing Director, Research and Founding Partner
Brent Burns
President and Founding Partner
Jeremy Fletcher, CFA
Managing Director, Investment
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