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~ we are what we repeatedly do; excellence, therefore, is not an act but a habit. ~
- Aristotle

Timothy R. Moran

Timothy R. Moran

    • Managing Partner
    Timothy R. Moran

    Timothy R. Moran

      • Managing Partner
       Tim Moran, Managing Partner of Moran & Company Investment Consulting Group, has been recognized by Wells Fargo Advisors Financial Network as one of Platinum Council (previously known as Premier Advisor)* for years 2006,- 2024, a member of a select group of the firm’s top Financial Advisors in the country. Along with that, he was recognized as Forbes Best in State Wealth Advisor for 2019, 2020, 2021, 2022, 2023 and 2024.** 

      Tim began his career with the investment firm Smith Barney in 1990 and founded Moran & Company Investment Consulting Group in 1997. He holds a degree in Finance from Michigan State University, and is Series 7, 8, 51, 63 and 65 securities registered. 

      He is dedicated both professionally and personally. A devoted family man, Tim is married with two adult children. He enjoys free time fishing, is an avid reader and a runner - he has competed in two marathons. He places a great emphasis on participation and contribution to local charities and philanthropic opportunities. His commitments include Mitch Albom’s Say Detroit, Paint A Miracle Studio, and the Robby Atherton Foundation. 

       
       *The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past YEAR and professionalism. Additional criteria including length of service may also be used to determine recipients.

      **2024 Forbes Best-In-State Wealth Advisors.Awarded April 2024. Data compiled by SHOOK Research LLC based on the time period from 6/30/2022-6/30/2023 (Source Forbes.com) 
      2023: 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 
      2022:2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 
      2021: 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 
      2020: 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com).  
      2019: 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 
      • 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.
       

      Timothy R. Moran, Senior Financial Advisor

       

                                                                                                                                     

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      • 248-652-2599
      Leslie Lockhart

      Leslie Lockhart

        • Marketing Associate
        Leslie Lockhart

        Leslie Lockhart

          • Marketing Associate
          Leslie Lockhart is a Partner at Moran & Company.  Her commitment to building relationships has helped to contribute to the growth and success of the advisory practice. She is responsible for developing our marketing program, which provides continual contact with our clientele, as well as a driving force for referrals.

          Leslie holds the required Series 7 securities registration.  She assists with client presentations and portfolio recommendations.  She earned her Bachelor of Arts degree from Wayne State University, studied abroad in Paris, France, and is a member of the Kappa Delta Sorority Alumni Association.

          Leslie and her husband have raised three children. They are now enjoying seven grandchildren! When time allows, Leslie chooses to volunteer at the Fisher Theatre, travel, or spend  time with her husband at their summer home on a lake in northern Michigan.

          Contact

          • Send a Message
          • 248-652-2599

          Education

          • Wayne State University
          Rebecca Goodrick

          Rebecca Goodrick

            • Client Service Associate
            Rebecca Goodrick

            Rebecca Goodrick

              • Client Service Associate
              As a key member of the Moran & Company Investment Consulting Group, Becky Goodrick was named a Partner in 2012.  Becky shares our singular focus of exceptional client service - and strives to repeatedly deliver it.  She has developed relationships with clients through consistent communication, putting their needs above all else. 

              In addition, Becky helps ensure that Moran & Company maintains a culture of compliance.  She is responsible for being aware of modifications and changes that require accurate and timely updating, adhering to the regulations that govern the securities industry.

              Becky draws from a multi-cultural background. She was raised in Kyoto, Japan, and then attended Thiel College in Pennsylvania where she earned a Bachelor's Degree in Sociology.

              She and her husband have raised two children - and are now enjoying two grandchildren!  When time permits, they spend vacations at their home in Florida.

              Contact

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              • 248-652-2599

              Education

              • Thiel College
              Amy Marchionda

              Amy Marchionda

                • Operations Manager
                Amy Marchionda

                Amy Marchionda

                  • Operations Manager
                  We believe that Amy's talent and organizational skills are vital to the Moran & Company Investment Consulting Group operations.  She is responsible for executing any client operational request, and resolves them quickly and efficiently. 

                  Amy oversees transactional issues and daily cash requirements for accounts. Processing paperwork for retirement distributions also falls under her direction.  Her attention to detail helps to ensure processing is managed, monitored and professional.

                  Amy earned a Bachelor's Degree in Psychology, and completed her Masters Degree in Arts and Sciences from Oakland University. 

                  Amy is married, and she and her husband are active with their two children.

                  Contact

                  • Send a Message
                  • 248-652-2599

                  Education

                  • Oakland University
                  Nancy Lyon

                  Nancy Lyon

                    • Administrative Assistant
                    Nancy Lyon

                    Nancy Lyon

                      • Administrative Assistant
                      Nancy Lyon joined Moran & Company in September of 2011.  Hers is the first voice you hear on the phone and the first face to greet you when you arrive.

                      In addition to reception, Nancy maintains our contact management system, handles administrative responsibilities, and is a marketing assistant.  She wears many hats, and is, therefore, invaluable to the daily operation of the practice..

                      Nancy is married; she and her husband are golfers, and enjoy spending time at their Florida condo.

                      Contact

                      • Send a Message
                      • 248-652-2599
                      Moran & Company, Investment Consulting Group
                      • 400 Water Street
                        Suite 204
                        Rochester, MI 48307
                      • 248-652-2599
                        888-262-2974
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