Named one of 2023 and 2024 Forbes Best-in-State Wealth Advisors*

Raymond C. Gonzalez began his financial services career in 1997 after graduating Cum Laude from Occidental College where he earned a Bachelor of Arts Degree in Kinesiology.  He subsequently earned the Chartered Retirement Planning Counselor (CRPC) designation, one of the nation’s premier retirement planning credentials, providing him with an extensive knowledge base from which to help clients navigate their retirement planning options.

Ray, the oldest of nine siblings, grew up in Winnemucca, Nevada and now resides in Reno. Ray has three kids. His oldest son, Nick is following Dad in a career in finance. His middle child, Emma graduates from UNR this year and has chosen to pursue a career in marketing. His youngest, Zach is a freshman enrolled at UNLV. When Ray is not in the office, he can be found enjoying the outdoors and all that his home state has to offer. 

As a family man and an active member of his community, Ray believes in the importance of giving back. He is currently serving on the following boards: Nevada Humane Society, The Boys and Girls Club of Truckee Meadows, TOCCATA Tahoe Symphony and The Reno Tahoe Open Foundation - Barracuda Championship. In the past he has been involved with The Community Foundation of Northern Nevada , Truckee Meadows Tomorrow, Saint Mary’s Regional Medical Center, Reno Rotary, American Heart Association, Executive Association of Reno (EAR); and Summit VMS, an organization that touches on an area of focus for Ray as mentors of local tech start-ups. Ray has also served on the board of several other organizations in the Reno area including the Education Alliance of Washoe County, the Make-A-Wish Foundation, and as the President of the Hispanic Chamber of Commerce

Ray and his team specialize in portfolio management and retirement plans such as 401(k), Profit Sharing, SEP, SIMPLE, Traditional, and Roth IRAs. Through Wells Fargo affiliates they have access to over 90 lines of business for their clients including banking and lending services.  Ray’s primary focus is managing, preserving, and transitioning wealth to help ensure each of his client’s portfolios match their risk-tolerance and objectives.
 
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

For over a decade, Jeff has helped clients address their financial concerns and develop investment strategies by focusing on individual client needs. He believes that client education is paramount so clients have the knowledge to make informed decisions that is in their best interest. Jeff encourages every client to rely on him for all financial needs or concerns.

Jeff was born and raised in Las Vegas before serving 6 years in the United States Navy. Upon completion of his service, Jeff entered college at The University of Nevada Reno, graduating in 2001 with a bachelors in science. He holds his FINRA Series 7, and Series 66 registrations along with holding insurance licenses in both Annuities and Life. 

Through a repeatable process, Jeff’s goal is to build a relationship built on a foundation of trust. He believes in getting to know each client so that recommendations can be made using risk tolerance and timeframes as the guiding principles. Knowledge is key. The better he knows a client, the more he can help them.

In his free-time, Jeff and his wife Libbie share a love for vacationing, gardening, and cooking. Their three teenagers keep them busy with soccer, basketball, tennis, golf, and skiing. Above all, both Mom and Dad believe education to be the driving pillar of success.

 
 
 

CA Insurance License Number: 0I34087. Resident State [NV]

Financial Advisor, Natasha Mihaylov is the newest addition to the team. She is a Senior Financial Advisor who joined us from Morgan Stanley with 12 years of experience as an advisor, and 20 years in the financial industry. Her areas of focus include retirement planning, generational wealth management and customized financial solutions for her clients.

Natasha has been happily married for 15 years and has two kids. In her free time, she enjoys traveling with her family and watching her kids play soccer and basketball. As a Reno native, she loves the outdoors and spending time at the surrounding lakes in the summer and skiing in the winter.

CA Insurance License Number: 0H95902. Resident State [NV]

Tim Damon graduated with a finance and economics degree from the University of Nevada, Reno. After gaining experience in the private equity and family office space, he made the shift to where he always wanted to be. His decision to become a Financial Advisor was made early—He learned about markets after seeing the affects recessions could have on those close to him. From there, every dollar he could save went into a brokerage account to gain experience. Since, he has followed economic cycles to exploit investments in real estate and equities. His strengths as a Financial Advisor include connecting with people in the community and helping them reach their goals toward financial success.

As a Reno High school graduate, Tim has lived nearly his entire life in Reno. It should come as no surprise that Tim is an avid golfer and skier and enjoys spending time camping and rock climbing. He is also scuba certified so make sure to ask him about his next vacation destination.

Tim has an older sister and an identical twin. He and his brother have always been close and still spend much of their free time together. You can find them out in the community often in the gym or on the golf course. Tim is also a student of life. He’s an avid reader and includes Principles by Ray Dalio as his top read. He takes pride in his cooking abilities and is always open to  trying out new recipes.

CA Insurance License Number: 4322284. Resident State [NV]

Christian Hicks, a Reno native, graduated Cum Laude from the University of Nevada, Reno with a bachelor’s degree in Finance and Economics. His strong analytical skills and commitment to helping others achieve financial success led him to pursue a career in wealth management. Christian joined the team as a Financial Advisor in 2023 and works closely with families and business owners to develop personalized strategies that support their long-term financial goals.

Outside of his professional role, Christian maintains an active lifestyle and enjoys spending time outdoors with friends and family. He is an avid golfer and mountain biker during the warmer months, and in winter, he can often be found skiing at nearby resorts. He values physical wellness and believes the discipline it requires positively influences his approach to both life and work.

CA Insurance License Number: 4349105. Resident State [NV]

Linda Moerdick is a Senior Client Associate with over a decade of experience in the financial services industry. She plays a critical role in overseeing the team’s daily operations and serves as a key point of contact for new and existing clients. Linda specializes in onboarding new relationships, managing estate processing, and supporting advisors with complex account servicing needs. Her proactive approach and comprehensive understanding of operational workflows helps enable her to deliver strategic, solutions-oriented support with consistency and precision.

Guided by the principle of “putting yourself in someone else’s shoes,” Linda is widely recognized for her empathy, professionalism, and meticulous attention to detail. She helps ensures every client interaction is handled with care and foresight—often addressing questions before they arise.

Originally from Winnemucca, Nevada, Linda is the youngest of nine siblings. She graduated from high school in Reno and holds an associate’s degree in business. She is married and the proud mother of two daughters, Jordyn and Addison. Outside of work, Linda and her family enjoy camping, boating, staying active, and vacationing anywhere the sun shines.

 

Jessica Zeigler is a Senior Client Associate and the newest member of our team joining us from Morgan Stanley. Jess has over a decade of experience working in the financial industry ensuring clients are receiving a positive and engaging experience while helping to navigate their day to day needs.

She was born and raised in Reno, NV and has a Bachelor of Arts from the University of Nevada, Reno.  You will find Jessica spending her time giving back to her community as a volunteer, supporting local businesses and non-profits. She has a love for animals, art, the outdoors, and cooking a good meal to share with her loved ones.