Moe Mackowski is the Co-Founder and Principal of C2C Wealth Management. Her 40 years in the securities industry has provided her with a wealth of experiences that help define the focus of her current practice. She started as a stock broker for Dean Witter in 1977 where she focused on managing stock portfolios for individuals and institutions. After 25 years in that role, she joined Lincoln Financial where she continued to provide investment advice but incorporated Estate Planning in her recommendations.

In 2016 she and Lou Della Valle formed C2C Wealth Management to be able to tailor the type of business they wish to do with the needs of their client base as effectively as possible.

In her spare time Moe enjoys running, cycling, and kayaking. She is also passionate about her annual event “Hats Off To You!” which raises funds to provide integrative care for people battling cancer who need a helping hand.

Moe lives and works in Marin County, California with her constant companion, Fiona the Boston Terrier.

• Pennsylvania State University, Smeal College of Business, B.S. Business Administration (Economics and Finance), 1977