We help businesses and individuals with risk management and insurance.

Your home. Your business. Your family.

Protecting the things that matter most is your top priority. So choosing an insurance plan and other forms of coverage must be done with care.

This means finding highly-rated and accredited carriers. It means integrating your risk management strategy with your tax planning. It means finding an advisor with the knowledge and dedication to make sure all of your assets are covered.

Most importantly, it means making sure your coverage is there when you need it.

That’s why we’ve affiliated with strategic partners to provide risk management and insurance services. Leveraging our combined knowledge and resources, we’ll match the most suitable carriers, products and services with your needs and budget. We’ll provide an insurance review to help you make sure your risks are managed properly. And we’ll make sure you don’t pay more than you should.

At James Moore, your priority is our priority. What can we do for you?

  • Annuities
  • Life insurance
  • Disability income insurance
  • Personal Planning
  • Estate planning
  • Business succession

Latest Articles

5 Tax-Planning Tips for Retirement

It’s a common misconception about retirement: your tax bills shrink, your returns become simpler and…

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Oops, You Overfunded Your 529 Plan!

Some might consider it a good problem to have: saving too much money for college….

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Are Your Business and Assets Protected?

As a business owner, you face risks in building and growing the business. Risk comes…

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Managing Your Retirement Plan: The Challenges of Regulatory Compliance

Retirement plan sponsors face greater challenges today than ever before. Regulatory scrutiny is on the…

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Erin Spiwak

Erin Spiwak, CPA


A certified public accountant in the state of Florida, Erin has over 20 years of experience in the accounting industry. She also oversees our wealth management practice, which addresses investment strategies, retirement planning and insurance needs.

While she works with a wide variety of clients, Erin specializes in helping companies in the automobile dealership, healthcare, real estate, technology and professional services industries. Having been at James Moore since 2004, she has served many businesses since their inception—watching them grow from opening their doors to becoming well established in their fields.

In addition to her client service, Erin regularly gives presentations internally and to organizations on tax-related topics and is a member of the Health Care Administrators Association.

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