Our Team

Crystal Kanada headshot

CRYSTAL KANADA

Senior Partner

Lynzie Wolters headshot

LYNZIE WOLTERS, CHFC®, RICP®

Senior Partner

Michael Moises headshot

MICHAEL MOISES, 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

Staci Dunkinson headshot

STACI DUNKINSON

New Accounts Manager

Ashley Hart headshot

ASHLEY HART

Administrative Associate

Headquarters

2999 Douglas Blvd., Suite 350
Roseville, CA 95661