Meet the People
Behind the Plan

McGee Moody is a dedicated financial advisor with Cornerstone Financial Management, where he partners with individuals, families, and business owners to create personalized strategies for building, preserving, and transferring wealth. Drawing on years of experience in financial planning, McGee specializes in retirement strategies, investment management, and comprehensive financial guidance tailored to each client’s unique goals. His approach blends market insight with a commitment to long-term relationships, ensuring clients feel confident and informed at every stage of their financial journey.

Prior to entering the financial services industry, McGee built a career as a collegiate swimming coach, where he honed his leadership, communication, and strategic planning skills—traits that now serve his clients well. Known for his integrity, attention to detail, and ability to simplify complex financial concepts, McGee takes pride in guiding clients toward secure, sustainable futures. Away from the office, he enjoys time with family, hunting and training Brazilian Jiu Jitsu.