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 Avantax Planning PartnersSM 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

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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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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to James Moore.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or For internal use only – not for use with clients supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.