Plan, Grow, and Live Well with
At Great Basin Federal Credit Union, we know your financial goals are as unique as you are. That’s why our in-branch Wealth Advisors offer personalized guidance to help you build, preserve, and grow your financial future.
Where Local Care Meets
PROFESSIONAL Guidance
Managing wealth isn’t just about investing, it’s about creating a plan that fits your life. Our Wealth Advisors work one-on-one with you to understand your priorities and design a gameplan that helps you move forward confidently
How can we help you reach your goals?
Retirement Readiness
Plan confidently for life’s next
chapter.
Investments
Grow your wealth with smart strategies.
Legacy Planning
Leave your loved ones in good hands and let your wishes be known.
Financial planning
A personalized roadmap for your life and goals.
401(k) & IRA Review
Make the most of your existing savings and retirement accounts.
Insurance & Protection
Safeguard the people, items, and assets that matter most.
Your Wealth Management Team
Our Wealth Advisors work right here in our Great Basin branches. Whether you’re planning for tomorrow or adjusting to new milestones today, you’ll receive:
Honest, transparent guidance
A long-term relationship built on trust
Flexible strategies that evolve with your goals
Steve Lindquist
AIF®
Wealth Advisor
I leverage over thirty-plus years of experience as a Financial Representative to help my clients achieve their financial goals. Though my corporate career was spent in major financial centers including Los Angeles, San Francisco, and New York, I feel privileged to serve where I spent my childhood.
I received a Bachelor’s Degree in Finance from Pennsylvania State University and began my financial career with the Pacific Stock Exchange. Since then, I have worked with Fortune 500 companies like Citigroup and Smith Barney and earned the designation of Accredited Investment Fiduciary(AIF).
In addition to advising the hard-working members of this fast-growing inclusive community, I enjoy patronizing our local businesses, and participating in the many events this beautiful area offers. I am proud to support non-profit organizations including The Northern Nevada Food Bank, The Boys & Girls Club, Veterans, SPCA, and others.
- 775-789-3140
- [email protected]
- Los Altos Branch
Joanna Moran
AIF®, CDFA®, MBA
Financial Advisor
Since I began my financial practice in 2012, my greatest joy has been helping people navigate life’s financial decisions with personalized attention and seasoned guidance. My CDFA®, CFP®, and AIF® designations aren’t just credentials—they’re tools I use to bring both knowledge and compassion to every conversation.
I’m originally from Poland, and my journey has taken me from supporting families in Southern California to finding my true home in Reno, Nevada. Here, I’ve developed my love for gardening and a deep appreciation for the peaceful beauty of Lake Tahoe—my favorite place to recharge and find inspiration.
My mission is simple: I want you to feel confident and secure about your financial future. I believe in building relationships rooted in trust and understanding, so you always know you have a reliable partner by your journey.
- 775-225-9588
- [email protected]
- South Reno Branch
It’s never too early — or too late — to plan for your financial future.
Meet with one of our Wealth Advisors and take the first step toward greater confidence and control over your finances.
Securities offered through Cetera Wealth Services, LLC, {“Cetera”), (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License #0644976), member FINRA/SPIC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser.
Cetera is under separate ownership from any other named entry.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Steve Lindquist located at: 381 Los Altos Pkwy., Sparks, NV 89436 775-789-3140 | CA Insurance License #0G30574
Joanna Moran located at: 9770 S. Virginia St., Reno, NV 89511 775-225-9588 | CA Insurance License #OD9429