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®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 is proud to have received the 2019 and 2017 Five Star Wealth Manager Award. In 2017, Arista Wealth Management was named a Financial Times Top 300 Ranked Advisory Firm in the United States and manages nearly $500 million in assets.
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.
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.
FINANCIAL 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.
David Boyd is a Financial Planner at Arista Wealth Management. He recently graduated with a Bachelor’s in Personal Financial Planning and a Minor in Business Management at Utah Valley University.
David has a passion for all aspects of personal finance and is Accredited Financial Counselor (AFC®). He also plans to pursue the Chartered Financial Analyst (CFA®) and Accredited Investment Fiduciary (AIF®) designations.
He was born and raised in Utah, lived in Hong Kong for a couple of years, and recently relocated to Las Vegas with his wife upon graduation. In his spare time, David enjoys being outdoors, upgrading his smart home, and exercising.
PORTFOLIO ADMINISTRATOR
Zachary T. Taylor is currently pursuing his Master of Finance (MSF®) through the University of Utah. He is also pursuing his CFP education classes through Texas A&M University. He works as a Portfolio Administrator 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.
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.
DIRECTOR OF OPERATIONS
Nicole joins 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
Christine KirchCLIENT SERVICES ADMINISTRATOR
Christine is part of the Client Services team as the Client Service Administrator at Arista Wealth Management.
Prior to joining Arista Wealth Management, she worked in the medical field for 10+ years in Las Vegas. Christine is originally from Alberta, Canada and relocated to Las Vegas 12 years ago with her two children. She and her family are avid hockey fans and attend as many hockey games together as they can.
She also likes to stay busy doing DIY projects around her home and her friends call on her often to help them with their projects. She enjoys getting together with friends after work for dinner to catch up and enjoy their company.
CLIENT SERVICE SPECIALIST
Courtney is on the Client Services team at Arista Wealth Management.
Prior to joining Arista Wealth Management, she worked for a Financial Services firm in Portland, Oregon for 3 years as an Administrative Assistant and Marketing Specialist. She received her bachelor’s degree in Communications from Brigham Young University.
Courtney is originally from Farmington, Utah. She recently relocated to Las Vegas after living in the Portland, Oregon area for 3 years while her husband received his Doctor of Chiropractic Degree. In her spare time, she enjoys going out to eat with her husband, being active outdoors, playing pickleball, photography and game nights with friends and family.
Brooke RouseCLIENT SERVICE REPRESENTATIVE
As a Client Service Representative for Arista Wealth Management, Brooke believes that personalized service is essential when working with clients to secure trust and confidence. She is dedicated to building strong relations for all our client’s specific needs.
Before joining the team at Arista Wealth Management, Brooke worked for TD Ameritrade. She has been in the financial service industry for the past 3 years. Brooke attended Northern Arizona University, where she obtained her degree in Public Management and a minor in Business. She has been recognized as an Alumni of the Honor Society at NAU.
Brooke’s goals are to continue in the services of the financial industry, view everyone’s economic and life situations as unique, and personalize clients with the right financial support.