Our Team

MEET OUR TRUSTED TEAM

Guiding you every step of the way

Our team of highly experienced advisors and support staff have over 60 years combined experience in wealth planning. The professional designations and credentials which we have earned allow us to share with our clients the latest and most forward thinking strategies in financial planning, wealth management, and tax minimization.

Paul L. Moffat, MBA, AIF®

President & Senior Financial Planner

Paul is the CEO and Founder of Arista Wealth Management. He provides consulting services to public and private institutions as well as high-net-worth families. 

Paul has 22 years of experience in wealth planning. He received his Bachelor of Science Degree in Managerial Finance from the University of Nevada Las Vegas and his MBA from Pepperdine University in Malibu, CA. Paul is a Registered Accredited Investment Fiduciary (AIF®) through Fi360 and completed the CFP training.

Paul has served the Las Vegas and National communities for many years as the Vice President of Finance & Endowment for the local Boy Scouts of America council. He serves as the National Religious Relations Chairman overseeing 600,000 youth in the United States for the Boy Scouts of America. He also serves as a Foundation Trustee for the College of Southern Nevada. Paul and his wife, Kathryn, have been married for more than 29 years and have three sons, Tyler, Jacob, and Andrew, and their first grandson Bradley.

Jordan Naffa MBA, MSPFP, CFP®

Director of Financial Planning

Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.

Jordan holds many advising designations, including the CERTIFIED FINANCIAL PLANNER™, Certified Professional Retirement Coach, life & health insurance licenses, and master's degrees in business administration and personal financial planning. Jordan is also an active member of Vegas Young Professionals through the Vegas Chamber Leadership Foundation, the National Association of Personal Financial Advisors, and the Financial Planning Association.

Importantly, Jordan dedicates Saturday evenings to serving at Church LV as a greeter. He feels a warm smile can make all the difference when you greet someone. Through Homes For Our Troops, a 501(c)(3) organization, Jordan creates pro-bono financial plans that assist veterans and their families in building foundations of well-being. He strives to improve their security through financial literacy and eventual home ownership. Jordan also volunteers with the CFP® Board as a mentee. Through supportive influences, he guides candidates toward passing the rigorous CERTIFIED FINANCIAL PLANNER™ examination.

Media outlets, including Barron’s, CNBC, Investment News, and many others, often cite Jordan for his advising acumen. Lastly, Jordan was privileged to receive recognition from United States Senator Dianne Feinstein, who commended him for professional excellence, leadership, and selflessness. 

Dr. Larry Call, DDS

Wealth Advisor

Dr. Larry Call is a Financial Advisor for Arista Wealth Management. Larry was a founder and developer of highly successful dental practices in Colorado and Alaska where he created opportunities for new dentists and brought in support staff to make the offices profitable and successful. He has 25 years of experience in developing dental businesses and caring for patients. Dr. Call is committed to help Arista attain the highest standard of customer care and satisfaction. He has been a client of Arista Wealth for 10 years and is now assisting other successful professionals and entrepreneurs to obtain their financial goals.

Larry grew up in northern Utah and has been married to his wife, Paula, for 36 years. They have one daughter, three sons and three grandkids. He graduated from Utah State University in 1985 and Creighton Dental School in 1990. He has spent decades volunteering for Boy Scouts of America and church service. Larry loves to sail and has traveled around the world and has been fortunate to see many diverse places in this world.

Zachary Taylor, CFP®, MSF, AIF®

Director of Retirement Plans

Zachary T. Taylor has completed the CERTIFIED FINANCIAL PLANNER™ certification and holds the Accredited Investment Fiduciary® (AIF®) and the Certified Plan Fiduciary Advisor® (CPFA®) designations. He has met educational, experience, examination, and ethical requirements set by CFP Board, NAPA and Fi360, and is committed to providing financial planning services that adhere to their standards of excellence to receive these credentials.

Zachary T. Taylor works as the Lead Financial Planner at Arista Wealth Management where he is responsible for designing customized investment solutions for clients.

Previous to this position he was an Investments Solutions Representative at Fidelity Investments. He was also a former student professor of College Success at Brigham Young University-Idaho. He led a university training program covering the fundamentals of financial analysis, risk tolerance, estate planning, investment strategies, and client portfolio management.

Colleagues would describe him as honest, personable, knowledgeable, and driven. During his time off, Zachary enjoys traveling with his wife, camping with his family, volunteering in his church, as well as playing the guitar.

Preston Pugmire

Associate Financial Planner

Preston graduated with a Bachelors in Financial Economics from BYU-Idaho. He has a passion for learning, solving complex problems, and helping others. At BYU-Idaho he was a member of the Wealth Management Society. Preston has experience working with people from all walks of life.

Preston was born and raised in Meridian, Idaho and loves the outdoors. In his free time he enjoys playing sports, target shooting, powerlifting, and spending time with his wife and dog.

Lisa Bacon

Director of Client Services

Lisa’s passion is ensuring that each client and their family’s needs are met by going above and beyond to deliver results and exceptional customer service with every client interaction. While Lisa’s roles are many, her primary focus is on simplifying the lives of those we work with so they can enjoy the wealth they have created. This includes correspondence with our client’s other professionals, account maintenance, and processing wires.

Lisa has 30 years of experience in the financial services industry. She began her career at Morgan Stanley Private Wealth Management in Los Angeles and has successfully supervised many teams and individuals over the course of her career.

Lisa was born and raised in Bronx, New York. For the last 16 years she has enjoyed living in Las Vegas with her three daughters. Lisa graduated from Iona College with a Bachelor of Arts Degree in International Studies and a minor in Spanish. She loves to ski, go to the beach, and enjoys all things Disney.

Nicole Penner

Director of Operations

Nicole joined Arista after working 10+ years in the Las Vegas Hospitality Industry. She worked as a high level office manager and assistant to multiple operating partners in all aspects of hotel food and beverage. Nicole received her Bachelor of Science Degree in Hospitality Administration from The University of Nevada Las Vegas.

She is originally from Long Island, New York but has spent a majority of her life here in Las Vegas. She is an avid hockey fan and hockey parent to a teenage son. She enjoys watching her son play hockey and traveling with his team throughout the season. She also is a crafter and enjoys DIY projects. She is a go-getter and brings a lot of innovation and ideas to the team.

Brandilyn Hallcroft

Marketing Coordinator

Brandilyn is the Marketing Coordinator here at Arista Wealth Management. Her role consists of marketing and graphic design initiatives, ensuring seamless support for the firm's operations. She's a Wyoming native but moved to Southern California where she was raised. She studied marketing at Antelope Valley College, earned her Bachelor's in Multimedia from the Art Institute of Los Angeles.

Her professional journey began in the realm of promotional marketing, where she gained valuable experience that ultimately inspired her to establish her own small business specializing in graphic design and marketing solutions. After her entrepreneurial venture, she made the exciting move to Las Vegas, Nevada and soon after joined the Arista Wealth Management team.

Beyond her passion for marketing and design, Brandilyn is an accomplished writer, contributing her talents to a small magazine. When she's not immersed in her work, you can find her cherishing quality moments with her friends and family. She also shares her love for the outdoors with her faithful canine companion, enjoying leisurely walks together.

Dorothy Podzemny

VP/ Chief Compliance Officer

Dorothy Podzemny, has over 12 years of expertise in the regulatory and compliance industry. With a bachelor's degree in hand, she’s dedicated her career to navigating the intricate landscape of regulatory standards, ensuring organizations operate with integrity and adherence to regulatory requirements. Outside the professional realm, she calls Texas home, where she cherishes life's joys with her husband and two children. Beyond the office, she is pursuing a healthy lifestyle through exercise, exploring new destinations to satisfy her love for travel, cheering on her favorite sports teams (Go Rangers, Cowboys and Longhorns!), enjoying fine cuisine and actively contributing to her community by serving at her church. Balancing professional commitment with personal passions, she’s on a journey of continuous growth and meaningful connections.