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.

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.

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.

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.