Cleveland Office

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Cleveland Office

4160 North Ocoee Street, Suite 9
Cleveland, TN 37312
Phone: (423) 472-1947

Get In TouchOur Cleveland TeamClient Resource Center

 

Our Cleveland Team

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Kevin C. Moore
CLU®, RICP®, AEP

Managing Partner

Phone: (423) 472-1947
Email Kevin
Read Bio

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Matthew Wiseman

Partner

Phone: (423) 472-1947
Email Matt
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Gabe Gamble

Operations Manager

Phone: (423) 472-1947
Email Gabe
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Dina Hines Dell

Client Relationship Manager

Phone: (423) 472-1947
Email Dina
Read Bio

Client Resource Center

 

Documents Needed for
Financial Planning

Financial Planning
Expense Worksheet

 

Kevin C. Moore, CLU®, RICP®, AEP

Managing Partner

Kevin Moore is the Managing Partner for Waypoint Financial Partners. He joined AXA Equitable in 1993 in Knoxville and served as a Divisional Vice President for East Tennessee with AXA Advisors for 14 years. He opened the Cleveland office in 2010 with partner Matt Wiseman and Operations Manager Gabe Gamble.

Kevin’s team works comprehensively with their clients’ wealth management plans. Using a disciplined process, Kevin and the team identify your objectives, analyze your financial capacity, and set a plan in motion to provide confidence in your financial future. As your partner, Kevin delivers classic solutions with levelheaded expertise developed through 25 years of guiding clients through volatile markets and personal tragedies. His practice emphasis is retirement income planning and survivor wealth management.

Kevin is a graduate of the University of Tennessee, Knoxville with a degree in Broadcast Communications and enjoyed a 15 year career in television news before joining the financial services industry. His commitment to education is evident with Chartered Life Underwriter and Retirement Income Certified Specialist designations from The American College. He is a graduate of the AXA Institute at Harvard and is recognized by the the National Association of Estate Planning Councils as an Advanced Estate Planner. He is a Past-President of the Estate Planning Council of Chattanooga and a former chair of the Cleveland/Bradley County Chamber of Commerce and remains active in both organizations.

Kevin and his wife Pam live in Cleveland and support several organizations in the areas of youth development and arts education. They are active at First Baptist Cleveland and enjoy their four grandchildren. Kevin enjoys fishing, and biking. He and Pam participate in state and national Senior Olympic competitions.

FINRA Series 7,24,26,53,63,65 Registrations

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Gabe Gamble

Operations Manager

Gabe Gamble serves as the Business and Operations Manager for the Cleveland office of Waypoint Financial Partners. His primary responsibility is providing results-oriented service to our clients, and they quickly accept him as a confident source for most service related solutions. Gabe is a valuable ally to our Financial Professionals in the planning and preparation phases of the client relationship as well. Upon graduating from the Terry College of Business at the University of Georgia Gabe joined AXA Advisors in 2002 and after a short stint in the advisory role he transitioned into the administrative position working with Kevin Moore. Now Gabe ambitiously leads product research and provides focused process delivery for the Cleveland office. He is a respected resource for the statewide Waypoint team.

Gabe and wife Rebecca live in Cleveland and are members of St. Luke’s Episcopal Church where Gabe serves as a lay leader. He is an avid golfer and enjoys hunting and fishing.

FINRA Series 7 and 66 Registrations

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Matt Wiseman

Partner

Matt Wiseman began his career with AXA Advisors in 2008 after several years as Business Manager of law firms in Memphis and Chattanooga. Matt works with clients of all ages to accumulate wealth and build income streams during retirement. He has been honored with the Centurion Award by AXA Advisors and has served as the Tennessee Branch representative to AXA’s National Agent Forum. He is a graduate of the University of Tennessee, Knoxville.

Matt is active in Rotary and often volunteers in area schools as a guest teacher on business and financial subjects. He is a member of the Bradley/Cleveland Chamber of Commerce. Matt and his wife Gilly have three children and live in Cleveland. They are active members of East Brainerd Church of Christ in Chattanooga where Matt serves as a deacon.

  • Cleveland Chamber of Commerce, Member
  • The Rotary Club of Cleveland, Board Member

FINRA Series 7 and 66 Registrations

Securities offered through AXA Advisors, LLC, member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Dina Hines Dell

Client Relationship Manager

Dina Hines Dell serves as Client Relationship Manager for the Cleveland office. She works closely with Kevin Moore and Matt Wiseman to ensure a successful service experience for all clients. Her main goal is to make sure you have a smile on your face. Dina enhances client relationships by providing high quality service through regular contact to assure our advisors are connected to the life events which affect the client’s financial strategy. Additionally, she plans and implements our fun time client appreciation events.

Dina received her B.B.A. from East Tennessee State University with a major in accounting. She worked in local industry for 21 years before joining the Waypoint Financial team. Most of her career was spent as the senior cost accountant doing costing, budgeting, financial and volume forecasting, inventory and general ledger analysis. She was the pillar leader for Work Process Improvement at the Cleveland Site. After 16 years in finance, she transitioned into manufacturing leadership as a Process Engineer and a Quality Systems leader. She also served as the HR manager at her site. Some of Dina’s favorite work was leading and coordinating numerous plant wide team-building events. She served as team captain for the company’s Relay for Life team, participated as a volunteer in The United Way’s Day of Action, and organized a plant specific event that gave 100 bikes to local children.

Dina, a lifelong Clevelander, passionately volunteers for the American Cancer Society and the Relay for Life on the event leadership team. She is a fitness instructor at the Cleveland YMCA and has owned her own jewelry business since 2000 affectionately known as Sparkles and Such. In her spare time, Dina loves to cruise, go to the beach, exercise, and spend time with her family and friends. She is married to Scott and has 4 daughters and 1 granddaughter. They are members of First Baptist Church.