Moxie is all of us who team up with you to improve your health, wealth, and self. We work to lift up and empower everyone to live their best lives.


Kristen J. Hafner, CFP, MBA, is the founder, president, and head financial planner. She creates comprehensive financial strategies for her clients. Kristen holds three FINRA licenses and is a Certified Divorce Financial Analyst and a Certified Financial PlannerTM.

Mayree Workman is our Director of Operations & Client Service. She is in charge of client service and office efficiency. Mayree uses her 18 years’ experience in finance and her credentials as a Registered Corporate CoachTM and a Lean Six Sigma Green belt to deliver top-notch service to our clients.

Melissa Hickman is a Certified Personal Trainer and Group Fitness Instructor. She shares her passion for health and by leading Moxie Bootcamp sessions for our clients. Melissa focuses on motivating clients to make concrete changes in their lives and improve their health.

Summer Bradfield is a Certified Personal Trainer who holds a degree in Psychology. Her approach to overall fitness incorporates both physical and mental wellness. She leads Moxie Bootcamp sessions to help clients feel their best and reach their goals.