Expert Financial Advisor Team

Paul L. Moffat, MBA, AIF®

President, Senior Financial Planner

Paul Moffat is the CEO and Founder of Arista Wealth Management, where he leads with a clear vision of empowering clients to achieve lasting financial success. With more than 20 years of experience in wealth management, Paul provides strategic consulting to private institutions, entrepreneurs, and high-net-worth families.

Under his leadership, Arista Wealth Management oversees more than $1.2 billion in assets across offices in two states. Paul directs a team of 20 seasoned professionals, guiding both public and private investment strategies with a disciplined, client-focused approach.

Paul earned his Bachelor of Science in Managerial Finance from the University of Nevada, Las Vegas, and his MBA from Pepperdine University in Malibu, California.

Outside the office, Paul enjoys spending time with his wife and high school sweetheart of over 30 years, Kathryn, their three sons—Tyler, Jacob, and Andrew—and their four grandchildren, Bradley, George, Jane, and Austen.

Todd Quinn, MBA

VP, Senior Financial Planner

Todd is a senior financial planner with over 20 years of experience. Prior to his current role, Todd worked for several different distinguished firms and trust companies, where he refined his financial skill set. Todd provides investment solutions, advanced financial planning, and estate planning solutions for high-net-worth individuals and their families.

Todd has been in the wealth management industry since 2000. As a student of the market and having started his career during the dot-com bubble/crash, working through the "great recession' of 2008 and the Covid crisis of 2020 has shaped Todd's perspective on long-term planning. He has a deep conviction that people with plans make it, and those who don't, don't.

Lisa Bacon

VP 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 over 33 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 19 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.

Jordan Naffa, MBA, MS-PFP, CFP®

Director of Financial Planning

Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads
the firm's comprehensive financial planning strategies for its clients. Jordan believes that
everyone deserves a customized financial plan designed to ensure long-term success. Before
joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley,
helping families and business owners align their financial decisions with their values and goals.

A lifelong learner and advocate for financial literacy, Jordan holds multiple professional
designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Professional
Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees
in both Business Administration and Personal Financial Planning. Jordan is an active member of
the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes
For Our Troops, he develops pro bono financial plans for veterans and their families to help
them achieve lasting financial security and homeownership. He also serves pro bono with After
Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions
convictions, helping them rebuild their financial lives with dignity and stability.

In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding
aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER™
designation and advanced degrees in financial planning.

Jordan's professional insights have been featured in leading media outlets such as AARP,
Barrons, CNBC, Investment News, Reuters and others. He was also recognized by U.S.
Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to
others.

Benson Blake, CPA

Senior Financial Planner

Benson is passionate about helping families and entrepreneurs make confident financial decisions that align with their values and goals. As a Senior Financial Planner and Certified Public Accountant (CPA), he combines deep technical expertise with a practical, personalized approach.

Benson’s background includes experience at Merrill Financial Associates and KPMG, where he developed a strong foundation in financial strategy and tax planning. He holds bachelor’s and master’s degrees in accounting from Brigham Young University.

Originally from Provo, Utah, Benson enjoys staying active with golf and pickleball, recharging with sauna and cold plunge routines, and cheering on his BYU Cougars. Above all, he loves spending time with his wife and three daughters.

Dr. Larry Call, DDS

Financial Planner

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 over 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 over 35 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.

Trevor Hooton

CCO/Director of Operations

Trevor is a proven leader in operational excellence, known for building high-performing teams, streamlining complex systems, and driving measurable results. With over 15 years of experience, he brings a sharp strategic mindset, unwavering attention to detail, and a relentless focus on improving organizational performance at every level.

Leading with a values-driven approach shaped by his service to country as a United States Marine, where he developed the discipline, resilience, and leadership under pressure that continue to define his career. His expertise spans finance, business improvement, and operational strategy—allowing him to deliver solutions that are both innovative and execution-focused.

He holds a bachelor’s degree in Finance from the University of Nevada, Las Vegas, and is currently pursuing his MBA. A Utah native, Trevor recharges by spending time with his wife and two children, exploring the outdoors, and pursing his passion for golf.

Kristi Allen , QPA®, QKA®

Director of Retirement Plans

Kristi Allen is the Director of Retirement Plans at Arista Wealth Management. With over 26 years of experience, she leads plan design, compliance, and ongoing support for retirement plans. Kristi is recognized for her in-depth expertise and unwavering dedication to client success.

She holds an Associate Degree in Business Management with a minor in Accounting and has earned the QPA and QKA designations through ASPPA.

Originally from Great Falls, Montana, Kristi is married with one son who will graduate from high school next year. Her family enjoys camping, playing games, and watching basketball. She also values time with her extended family, including five nephews, three nieces, a great-nephew, and a great-niece.

Matt Burbank

Financial Planner

Matt is passionate about helping individuals and families navigate the complexities of wealth management to achieve their financial goals. Aside from his commitment to technical decision-making, he emphasizes genuine and collaborative relationships to understand each person's unique needs and values. Prior to joining the Arista Wealth Management team, he began his career at Merrill Lynch in 2018, where he gained valuable experience and insights into the market and various financial products. He earned a Bachelor of Science in Accounting from the University of Utah, which gave him a unique perspective when analyzing accounts, investment vehicles, and various financial situations.

Jacob Olaveson

Financial Planning Associate

Jacob works as a Financial Planning Associate at Arista Wealth Management, bringing a strong technical foundation and a friendly, relatable approach to helping clients achieve their financial goals.

He has two years of experience in the personal finance industry. He holds a Bachelor of Science in Finance with a minor in Financial Planning from a CFP Board-registered program.

Originally from Rigby, Idaho, Jacob met his wife, Megan, in college, and they now look forward to starting a family. Outside of work, he enjoys sports and the outdoors, especially basketball, mountain biking, and exploring new destinations.

Chandler Mcknight

Financial Planning Associate

Chandler is a Financial Planning Associate at Arista Wealth Management. He is dedicated to helping clients feel
confident in their financial decisions and achieve their financial goals.

He has experience in financial planning and investments through previous firms, and is currently pursuing both

CFP certification and a Master of Science in Finance with an emphasis in Wealth Management and Financial Planning.

Chandler and his wife, Raechel, got married in 2025 and are excited to begin their life together. When he is not in the office, Chandler enjoys camping, cooking, watching sports, and is a huge car fanatic. He currently drives a 2004 Volvo S60R. He loves the 5 cylinder turbo with the “spaceball” shifter! But having owned over 20 vehicles, Chandler has driven a little bit of everything.

Jake Carr

Trading Specialist

Jake Carr is a Trading Specialist at Arista Wealth Management, where he plays a key role in executing and monitoring investment strategies for both private and institutional clients. Driven by the firm’s fiduciary commitment to always act in the client’s best interest, Jake brings a disciplined, principle-centered approach to every decision. His personal motto, “do the right thing at the right time with the right people for the right reasons,” guides his work and reflects the integrity he brings to the team.

Jake is completing his Bachelor of Science in Finance at Brigham Young University and has gained experience through internships with several financial firms. He has already passed the CERTIFIED FINANCIAL PLANNER examination and is actively pursuing both the CFP certification and the Chartered Financial Analyst charter.

Originally from Spokane, Washington, Jake enjoys staying active through horseback riding and trail running. He is also an enthusiastic college sports fan and loves cheering on his teams with his wife.

Kaili Childers

Retirement Plan Client Service Manager

Kaili Childers is a Retirement Plan Client Service Manager at Arista Wealth Management, helping clients and business owners navigate retirement plans with clarity and confidence. She is passionate about delivering exceptional service, whether assisting with plan design, onboarding, or administration.

With over 12 years of experience in financial services, Kaili began her career in banking before transitioning to a CPA firm, where she developed a strong interest in qualified plans, particularly 401(k) and cash balance plans.

Born and raised in Las Vegas, Kaili enjoys staying active with her family, cheering at her youngest’s games, attending live music, and finding joy in staying organized and busy.

Caden Quinn

Client Service Manager

Caden is an experienced Client Relationship Specialist. He provides critical service and support to some of the firm’s most important clients. His skill set includes client service, office administration, and operations. Prior to joining Silverstone, Caden was an Intern and Client Associate in the financial services industry. He is currently studying Financial Planning at Utah Valley University. In his free time, he enjoys skiing, cycling, and spending time with family and friends.

Emelyne Seh

Client Service Lead

Emelyne Seh is the Client Service Lead at Arista Wealth Management, where she brings more than a decade of experience supporting clients with thoughtful, detail-driven care. Since beginning her financial services career in 2012, she has worked at both broker-dealer and registered investment advisory firms, giving her a strong foundation to guide clients through every stage of their financial journey.

In her role, Emelyne focuses on delivering a seamless client experience built on trust, clarity, and personal connection. She is dedicated to understanding each client’s goals and crafting service strategies that help them make confident, informed financial decisions.

Emelyne earned her Bachelor of Business Administration with a concentration in Finance from Strayer University in Alexandria, Virginia.

Originally from Southern California, Emelyne recently relocated to Las Vegas with her husband and young daughter. Outside the office, she enjoys exploring the area, practicing hot yoga, and staying active within her church community.

Morgan Gruening

Client Service Lead

Morgan Gruening is a Client Service Associate at Arista Wealth Management. She brings a thoughtful, client-focused approach to every interaction, backed by over 12 years of experience in customer service across various industries, including medical billing and wealth management.

She holds a degree in Interactive Digital Studies from the University of Northern Iowa and has worked across both RIA and broker-dealer firms. Morgan is known for delivering efficient, high-quality support to clients and internal teams with care and precision.

Originally from Iowa, Morgan and her husband spent five years in Salt Lake City before relocating to Las Vegas in 2024 with their cat, Winnie. They enjoy exploring the local food scene, and in her free time, Morgan loves cross-stitching, baking, reading, and continuously learning new things.

Rob Egbert

Private Real Estate Manager

Rob Egbert is a Managing Director at Arista Wealth Management. With over a decade of experience in real estate investment, he has been involved in transactions exceeding $500 million, encompassing multifamily, build-to-rent (BTR), and industrial properties. He is known for his strategic insight and leadership in acquisitions, development, and capital formation. He previously served as Chief Investment Officer at Habitat Development and was a Managing Director at Sunstone Properties Trust. Rob also held a key role at Sundance Bay Multifamily. He earned a Bachelor of Science in Finance from Brigham Young University’s Marriott School of Management. Originally from Las Vegas, Rob splits his time between Las Vegas and Los Angeles. He enjoys spending time outdoors, playing pickleball, and making memories with his wife, Jill, and their four children. Family is his greatest joy.

Andrew Sullivan

Operations Associate

Andrew Sullivan works as an Operations Associate at Arista Wealth Management, where he is passionate about streamlining operations and helping the firm run smoothly and accurately through thoughtful attention to detail each day.

He brings ten years of experience in prime brokerage operations at Goldman Sachs, where he developed a deep appreciation for precision, teamwork, and operational excellence. Andrew earned a Bachelor’s degree in finance with a minor in piano performance at Westminster College in Salt Lake City, blending his analytical mindset with creativity and discipline.

Originally from New Hampshire, Andrew developed an early love for the outdoors and sports. Outside of the office, he enjoys practicing piano, swimming, and watching basketball. He and his wife Valentina together enjoy spending time with her energetic five-year-old horse, Jengo.

Carolyn Schultz

Front Office Coordinator

Carolyn is a dedicated professional with over eight years of experience in the medical field, specializing in scheduling and assisting with procedures. Throughout her career, she has built a reputation for offering exceptional customer service, prioritizing making clients feel appreciated and at ease.

Now that she is assisting clients in the financial world, she focuses on providing top-tier service and fostering trust. Carolyn manages the front office and coordinates the schedules of multiple advisors, ensuring smooth operations and a seamless experience for clients. She believes in greeting clients with a smile and ensuring they feel valued when they walk through the door.

Outside work, Carolyn enjoys exploring new local cuisine, diving into a good book, and challenging herself with card games. She and her husband have lived in various places west of the Mississippi, but she’s proud to have grown up in Idaho. Now, they’re excited to be settled in Las Vegas, where they can enjoy being close to family. The key is always finding joy in life's simple pleasures.

Brandilyn Hallcroft

Marketing Manager

Brandilyn Hallcroft is the Marketing Manager at Arista Wealth Management, where she supports the firm’s mission through strategic marketing initiatives and thoughtful graphic design. She plays a key role in shaping the firm’s visual communication and client experience, ensuring that every project reflects clarity, consistency, and purpose.

A Wyoming native raised in Southern California, Brandilyn studied Marketing at Antelope Valley College and earned her Bachelor’s in Multimedia from the Art Institute of Los Angeles. Her career began more than 25 years ago in promotional marketing. This experience sparked her passion for creative strategy and ultimately inspired her to launch her own small business specializing in design and marketing solutions. After relocating to Las Vegas, she brought her creative expertise to Arista Wealth Management.

In addition to her marketing work, Brandilyn is the author of multiple self-help books and a regular contributor to a regional lifestyle magazine. Her writing focuses on personal growth, resilience, and practical tools for navigating life’s challenges.

Outside the office, Brandilyn enjoys spending meaningful time with family and friends. She also loves being outdoors with her dog, taking long walks, and the simple moments that spark inspiration.

Samantha LaForgia

Operations Manager

Samantha is a highly tech-savvy Operations Manager at Arista Wealth Management, bringing deep expertise in business operations and executive-level support. She is known for anticipating needs, streamlining workflows, and managing complex priorities with precision, helping leaders stay focused on the highest-impact work.

With a strong operational mindset and a collaborative leadership style, Samantha leads and coordinates across people and systems to drive efficiency and follow-through. She bridges the gap between vision and execution by keeping initiatives organized, communication clear, and day-to-day execution running smoothly.

Outside of work, Samantha enjoys the simple pleasures of life and loves being outdoors, exploring new places (especially cities), and spending time in the mountains. She is energized by meeting new people, learning from others, and continually investing in personal and professional growth through travel, audiobooks, and podcasts.

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