Our Team

Crystal Standing in black suit

CRYSTAL KANADA

Senior Partner

Lynzie standing against tan background

LYNZIE WOLTERS, CHFC®, RICP®

Senior Partner

Michael Moises headshot

MICHAEL MOISES, CHFC®, FSCP®

Financial Advisor

Trish Moulton headshot

TRISH MOULTON

Financial Advisor

Ari Shah Singh Headshot

ARI SHAH SINGH, JD, MA

Financial Advisor

Toria Troxel Headshot

TORIA TROXEL, FSCP®

Financial Advisor

Malia in pinstripe suit

MALIA SPERLING

Financial Advisor

Shelby in green suit

SHELBY TAUSCH

Financial Services Professional

Staci Dunkinson headshot

STACI DUNKINSON

New Accounts Manager

Ashley Hart headshot

ASHLEY HART

Administrative Associate

Kat Headshot

KATHERINE McCAULEY

Client Experience Coordinator

Headquarters

2999 Douglas Blvd., Suite 350
Roseville, CA 95661