About Us

Meet the

Mosley Wealth Management Team

At Mosley Wealth Management, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

Tom Mosley

CEO & President

For more than a quarter century, Tom has helped retirees and those nearing retirement preserve their principal so they can experience the retirement they always envisioned. He focuses on conservative financial strategies that provide the potential for weaIth accumulation and help protect retirement assets from market volatility.
“When we implement a plan for someone and they realize they do have the assets and the plan in place to go enjoy their retirement years, that’s the single-most rewarding aspect of this business,” Tom says.
After spending 19 years in the ministry, Tom founded Mosley Insurance and Financial Services in 1995. He has helped many employees from Fortune 500 companies such as Wells Fargo, Disney, Raytheon and Edison make informed decisions about their 401(k)s, pension plans and Social Security benefits after they retired or changed jobs.
Tom earned a master’s in business administration with a major in finance from Pepperdine University as well as a master’s in theology from Dallas Theological Seminary. He has passed the Series 65 securities exam, is a registered Investment Adviser Representative and a licensed insurance professional.
Tom and his wife, Suzan, live in Placentia in Orange County and are blessed with five highly successful children — Amanda, Andrea, Rachael, Travis and Mackenzie — and eight adorable grandchildren. Tom says one of his favorite hobbies is “sneaking sugar of all kinds” to his grandkids.
An avid sports fan who loves to watch Los Angeles’ local teams, particularly the Dodgers, Tom coached Little League, NJB basketball, JUSA Soccer and Pop Warner football for many years. He also was formerly associated with the Odessa (Texas) Permian Panthers Mojo football team, which inspired the “Friday Night Lights” book, movie and television series. Tom’s other hobbies include traveling and spending time with his family.
CA License No. 0B61811

Suzan Mosley

Office Manager

Travis Hawley, ChFC®

Investment Adviser Representative/Insurance Professional

Jill McCloskey

Marketing Director

Charley Sheridan

Investment Adviser Representative/Insurance Professional

Diana Figueroa

Scheduling Coordinator

Lori Ovalle

New Business Processor

Katie Morris

New Business Processor

Jennifer Ovalle


Geoff Schuller

Investment Adviser Representative/Insurance Professional

Cayden Norton

Investment Adviser Representative/Insurance Professional

Nick Dalafu

Investment Adviser Representative/Insurance Professional

Robin Whitaker

Office Specialist

A company that cares.

A company you can trust.

Tom Mosley has the heart of a servant and heart of a minister — because he was one.
In fact, Tom credits the 19 years he spent in the ministry for adequately preparing him to become a financial professional. Memories of retirement-age church congregants struggling to decide whether to buy food or prescriptions are indelibly etched in his mind. Those memories inspired Tom to enter the financial industry and work with retirees and pre-retirees, and they continue to motivate him today.