Southlake, TX Office

Marcus Moore is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2021. He has previously worked at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to offer tailored advice and access to a range of programmatic solutions, educational seminars, and ongoing planning services.

Karen Spence is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Good Life Advisors since 2021 and previously spent five years at Level Four Advisory Services and has been associated with LPL Financial for 12 years. Outside of her advisory work, she manages Team Spence, Inc., a business entity used for tax and investment purposes. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, using a combination of direct management, model portfolios, and sponsored advisory platforms.