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Our Group

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dean Moberg




Professional Experience Dean Moberg is the founding member of Sound Trust Wealth Advisors, LLC where he advises individuals and institutions on their financial goals. He integrates comprehensive wealth management solutions tailored for...
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Kenneth Sacks, Esq.

ERISA/ Employee Benefits Attorney



Visit my web site! Kenneth Sacks is a partner in the New York City law firm of Gibney, Anthony & Flaherty, LLP where he advises employers, plans fiduciaries and senior level executives on all aspects of the employee benefits and...
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