David Moore, MPAS®, RFC
Partner, Trinity Strategic Wealth™
(918) 858-2804 | david.moore@raymondjames.com
David Moore, MPAS®, is a Partner at Trinity Strategic Wealth™ with over 34 years of financial services experience. He specializes in individualized 401(k) education, retirement, tax and estate planning. David enjoys helping people meet their financial goals and objectives.
David earned a Master of Science in Personal Financial Planning and holds the designation of MASTER PLANNER ADVANCED STUDIES from the College for Financial Planning. He is a graduate of Northeastern State University, the Defense Language Institute and Leadership Tulsa.
David and his wife, Cheryl, have one adult daughter, and two grandchildren. They are members of Memorial Baptist Church.
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David’s Team
Anna Vincent
Executive Assistant to David Moore, MPAS®, RFC
(918) 858-2813 | anna.vincent@raymondjames.com
Anna Vincent is the Executive Assistant to David Moore, MPAS®, RFC. She coordinates David’s calendar, prepares daily reports and communicates with the client service department regarding service requests.
Anna grew up in Collinsville, Oklahoma and graduated from the University of Arkansas in Fayetteville, Arkansas. There she majored in Apparel Merchandising and Product Development.
Anna serves as the Volunteer Coordinator and Social Media Director for Puppy Haven Rescue. She enjoys spending time with friends and family, traveling, and attending Razorback football games.
Carson Chambers
Branch Associate with David Moore, MPAS®, RFC
(918) 858-2825 | carson.chambers@raymondjames.com
Carson Chambers is a Branch Associate who joined Trinity Strategic Wealth™ in 2024. He is a graduate of The University of Oklahoma with a bachelor’s degree in finance. He credits much of his hard work and dedication to his days at Bixby High School where he was a 2x State Champion in Football.
Carson is currently working on his Financial Advisor licenses, with plans to obtain the CERTIFIED FINANCIAL PLANNER™ certification soon after. He is looking forward to working with clients and helping them achieve financial freedom. Carson is also excited to be working with and learning from David Moore, MPAS®, RFC, who has over 30 years’ experience in the Financial Planning Industry.
Carson and his wife, Evelyn, are members of Jenks First Baptist Church. They have a rescue dog, Teddy, who is their only child for now. Carson enjoys spending time with friends and family, going to Grand Lake, and cheering on the Sooners.