Joe is a nationally recognized retirement industry thought leader, speaker and author. Graduating from the University of North Carolina in Chapel Hill with a Bachelor of Science in Business Administration, Joe founded Gordon Asset Management, LLC one of the largest retirement plan advisory and wealth management firms in North Carolina, in 2003, after building both an SEC regulated investment advisory firm from 1983 and pension consulting and record keeping TPA since 1984, selling both to a venture capital backed start up in 2000, Invesmart, Inc., which was later sold to StanCorp.
Joe holds the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute (www.InvestmentsandWealth.org), the Certified Financial Planner (CFP®) certification administered by the Certified Financial Planner Board of Standards, Inc.(www.cfp.net), and the Accredited Investment Fiduciary Analyst (AIFA®) designation, originally through the Centre for Fiduciary Excellence (www.CEFEX.org) in conjunction with fi360 (www.fi360.com) (only about 500 professionals hold this designation nationally).
He received a Certified Behavioral Finance Analyst designation administered by the Allianz Global Investors Center for Behavioral Finance. Regarding insurance and employee benefits, Joe holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, PA. He also holds a Masters Degree in Financial Services from the American College.
Joe is an expert in pension consulting and employee benefits, holding the Certified Plan Fiduciary Adviser designation (CPFA) and is a member of the National Association of Plan Advisors (www.NAPA.net), having served on the founding Leadership Council of National Association of Plan Advisors and is a member of the Government Affairs Committee.
Joe lives at the Governors Club in Chapel Hill with his lovely wife, Michele, loves fine wine, travel and golf. He is most proud of both daughters’ academic excellence and they have moved on to the college journey.
Doug Moore is principal of Gibraltar Financial (which merged into Gordon Asset Management in 2021).
Doug graduated from Virginia Tech with a bachelor’s degree in business administration. He is a certified public accountant (CPA) and a personal financial specialist (PFS), which is the accreditation for financial planning offered by the Certified Public Accountants (AICPA.) Prior to founding Gibraltar Financial in 2000, Doug was CFO of several high tech companies in Washington, D.C. As a successful CFO, he refined his ability to bring many different departments together and meld them into an efficient team. His experience has proven useful while developing and applying a complex plan for our clients.
Doug currently lives in Pinehurst, North Carolina, and is active in the Pinehurst Rotary Club, where he acted as president and was responsible for several international projects providing critically needed equipment for the St. Ann’s Bay Hospital in Jamaica. He enjoys spending time with his family, golfing, skiing and attending football games at Virginia Tech. Go Hokies!
Glenn started his journey with Gordon Asset Management in 2010. After a brief hiatus, during which time he helped to run his father's wealth management firm (Gibraltar Financial), Glenn re-joined Gordon Asset Management in 2019. At GAMLLC, Glenn oversees operations and investment policy for the wealth management division of the firm.
Glenn graduated from Virginia Tech in 2009 with a bachelor’s degree in finance and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Over the years, he has continued his acquisition of industry designations, passing Level 1 and 2 of the Chartered Alternative Investment Analyst exams in 2013. Glenn is also a CFA® charterholder and was awarded the charter in August of 2019.
Glenn resides in Pinehurst NC with his wife, son, and dog. In his spare time, Glenn enjoys golfing, exercising and being active outside.
Bio coming soon...
J.T. joined Gordon Asset Management in 2014 shortly after graduating from the University of North Carolina at Chapel Hill with a bachelor’s degree in economics. J.T. is an integral member of the retirement plan services division of the firm, working directly with both plan sponsors and participants on the day-to-day plan related items. In addition to client services, his primary responsibilities include the production and delivery of Quarterly Monitoring Reports for ERISA plans as well as conducting participant enrollment and education meetings.
J.T. recently obtained his CERTIFIED FINANCIAL PLANNER™ certification in April of 2021. He also holds his AIF® and CPFA designations.
J.T. resides in Durham, NC along with his wife and dog. In his spare time, J.T. enjoys playing golf, exercising, and watching movies.
Fun Fact: During his time at Chapel Hill, J.T. was team captain of the UNC men’s swim team and school record holder in the 200 yard freestyle.
Todd joined Gordon Asset Management in 2012 after previously working in retirement plan recordkeeping and administration. At GAMLLC, Todd's core duty is to oversee the retirement plan services division of the firm. Todd is also deeply involved in helping to form and drive strategic initiatives for the broader firm. Todd hosts & produces the Gordon Asset Management Podcast (www.gampodcast.com). For his positive contributions to the firm, Todd was named Partner in 2021.
Todd lives in Burlington NC with his wife, two children, Australian Shepherd, and two cats. In his spare time, Todd enjoys writing, recording, and producing music.
Fun fact: Todd was a guitarist in a band rated "The Best Band In Detroit" in 2002.