Our Team

Photo of Crystal Kanada

Crystal Kanada

Senior Partner

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Photo of Lynzie Wolters, <span>ChFC<sup>®</sup>, RICP<sup>®</sup></span>

Lynzie Wolters, ChFC®, RICP®

Senior Partner

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Photo of Michael Moises

Michael Moises, FSCP®

Financial Advisor

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Photo of Trish Moulton

Trish Moulton

Financial Advisor

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Ari Shah Singh, JD, MA

Financial Advisor

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Photo of Toria Troxel, FSCP<sup>®</sup>

Toria Troxel, FSCP®

Financial Advisor

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Photo of Malia Sperling

Malia Sperling

Financial Advisor

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Photo of Tony Sablan

Tony Sablan

Financial Advisor

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Photo of Nicholas Hartman

Nicholas Hartman

Financial Services Professional

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Photo of Gina Shoro

Gina Shoro

Director of Client Services & Administration

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Photo of Staci Dunkinson

Staci Dunkinson

New Accounts Manager

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Photo of Ashley Hart

Ashley Hart

Administrative Associate

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