Skip Navigation

Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view. Download Adobe© Acrobat Reader.


Online Account Access
Login
  • Home / Investments
  • About GenoaFinancial


Learn more about GenoaFinancial.

GenoaFinancial offers access to full range of services including brokerage accounts, IRA, 401k, 403b and pension rollover planning, professional money management, individuals stocks and bonds, mutual fund, annuities, college savings plans and insurance planning.

Whether planning your retirement or saving for your children’s college education, GenoaFinancial provides each customer with individually customized financial options tailored to fit their specific goals. Start with a FREE initial consultation to determine your needs and goals and build confidence in your financial future.

AARON MOORE, CFP®
Vice President, Financial Consultant

Aaron brings over 20 years of financial experience to the GenoaFinancial team. Aaron brought GenoaFinancial to GenBanc, Inc. in 2011. Since then, he has helped educate, assist, and guide thousands of clients in pursuing their financial goals through multiple different avenues and has poured his heart into Northwest Ohio locals. Aaron earned a bachelor’s degree from The University of Toledo in Business Administration with a specialization in Finance and Business Analytics. He is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA Series 7, 66, and 24 licenses (or registrations) held through LPL Financial and is an Investment Advisor Representative of LPL Financial. Aaron serves as Vice President of the St. Johns Endowment Trust Fund. He also is an LPL Summit tier qualifier. Click here for additional credentials.




JORDAN MOORE, CFP®, ChFC®
Financial Consultant

Email Jordan

Serving as a Financial Consultant on the GenoaFinancial Team since 2017, Jordan is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys working with clients on every phase of their financial plans. He earned a bachelor’s degree from Bowling Green State University in 2009, and in 2021 received a designation as a Chartered Financial Consultant from the American College of Financial Services. Jordan holds the FINRA Series 7 and 66 licenses (or registrations) held through LPL Financial and is an Investment Advisor Representative for LPL Financial. Jordan is a husband and father of two children. In his free time, he is an Ottawa County Farm Bureau Board Member, a Township Trustee, and a member of Immaculate Conception Church. He is also an avid outdoorsman and co-owner/manager of an Ohio Centennial Farm that was founded in 1918. Click here for additional credentials.


 

BRITTANY GRIFFIN
Financial Consultant
Brittany serves as a financial consultant on the GenoaFinancial team and has been with GenoaBank since 2018. She has over ten years of experience in the financial field. She is an Indiana University of Pennsylvania Alumni, holds the FINRA Series 7, 65, and 63 licenses (or registrations) held through LPL Financial, and is an Investment Advisor Representative for LPL Financial. She has a passion for community service and sees the importance in contributing and promoting to the effort of growing our area’s economic development. Brittany is very active in Ottawa County Improvement Corporation and is on the business advisory council. She volunteers her time to educate the younger generation in financial growth and economic preparation for their future. Brittany lives on Catawba Island, where she is married to her husband, Patrick, and they raise their two girls. She enjoys spending time with her family and volunteering at her daughters’ school and their athletic programs.

 


DANIEL SKEES
Financial Consultant
Dan graduated from Genoa Area High School in 1976 and went on to graduate from The University of Toledo with a BA in Business Communications in 1981. That same year, he became an agent in the Lawrence C. Skees General agency, obtained his Series 6 and 63 Security licenses held at LPL Financial and Life and Health Insurance licenses, and became an InterSecurities Inc. Broker-Dealer. In 2000, Dan secured his Series 7 and 24 Security licenses held at LPL Financial. Then, in 2016, he joined Cambridge Investment Research Broker-Dealer. In 2023, Dan joined the GenoaFinancial team as a Registered Representative and LPL Broker-Dealer. In 2024, Dan celebrated 43 years in the Securities Business all in the Northwest Ohio Area.

 

 

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GenoaBank and GenoaFinancial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name GenoaFinancial, and may also be employees of GenoaBank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GenoaBank or GenoaFinancial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits
or Obligations

May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Contact Aaron Moore
4068 East Harbor
Port Clinton, Ohio 43452

Phone: (419) 698-5831
Fax: (419) 698-4502


Contact Jordan Moore
3201 Navarre Avenue
Oregon, Ohio 43616

Phone: (419) 698-4173
Fax: (419) 932-6589