Patricia Moulton, M.Ed, LUTCF, RICP in

Patricia Moulton, M.Ed, LUTCF, RICP

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Financial Advisor at Capital Edge Insurance & Financial Services
📍 Powell, Wyoming, United States

Patricia Moulton is a Financial Advisor with 16 years of experience, specializing in transformative financial strategies for healthcare professionals and first responders. The founder of Mains Financial Wealth Strategies, she holds a Masters degree from the University of Wyoming with an emphasis in Neuroscience and is a Retirement Income Certified Professional (RICP).

Inspired by her fathers Air Force career and her own experience as a military wife, Patricia is passionate about serving those who serve others. Based in Powell, Wyoming, she is involved in her local community, serving as a volunteer officer for the Powell Medical Foundation and helping her daughter with a local business.

Unique fact: Patricias Masters degree in Adult Education includes an emphasis in Neuroscience, which informs her approach to financial advising.

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Experience
16 Years
Current Role
Financial Advisor
Job Level
Leadership
Location
Powell, Wyoming, United States
Personality Overview

How Patricia shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Patricia cares about

Serving First Responders
Her practice is dedicated to the unique financial needs of physicians, healthcare professionals, and first responders, a passion rooted in her family's history of service.
Tax-Efficient Wealth
Emphasizes tax-efficient wealth accumulation and strategic income distribution as a core pillar of her financial planning approach for high-stakes professionals.
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Career

Work history

5-2024
Financial Advisor
Capital Edge Insurance & Financial Services
11-2020
Founder and Owner
Mains Financial Wealth Strategies
11-2015
Financial Advisor
Eagle Strategies LLC.
9-2015
Agent
New York Life Insurance Company
3-2010 - 1-2014
Office Associate
State Farm
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2017 - 2018
RICP
The American College of Financial Services
2011 - 2014
Master's degree
University of Wyoming
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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