Our Team

CRYSTAL KANADA

Senior Partner

Lynzie standing against tan background

LYNZIE WOLTERS, CHFC®, RICP®

Senior Partner

Michael Moises headshot

MICHAEL MOISES, CHFC®, FSCP®, RICP®

Financial Advisor

MIA KAMMERER

Financial Services Professional

Ari Shah Singh Headshot

ARI SHAH SINGH, JD, MA

Financial Advisor

Toria Troxel Headshot

TORIA TROXEL, FSCP®

Financial Advisor

MALIA SPERLING

Financial Advisor

Anthony sitting on window ledge

ANTHONY SABLAN

Financial Advisor

JUSTIN BRENIS, FSCP®

Financial Services Professional

Ashley Hart headshot

ASHLEY HART

Administrative Associate

Kat Headshot

KATHERINE McCAULEY

Client Experience Coordinator

Headquarters

2999 Douglas Blvd., Suite 350
Roseville, CA 95661