Plan. Grow. Live Well.
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, protect, and grow your financial future.
Where Local Care Meets
Expert 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
AFP®, AIF®, CDFA®, MBA
Financial Advisor
Joanna Moran is a Financial Advisor with Cetera Investment Advisers LLC, a full-service wealth management organization dedicated to assisting successful business owners, executives, professionals, and retirees in developing comprehensive solutions regarding wealth decisions. Joanna customizes solutions for members financial objectives based on specific needs, goals, and visions. She works with members, existing advisors (CPAs, Attorneys, etc.) to create a well-coordinated financial strategy designed to help optimize each individual’s wealth.
- 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 775-789-3410 | CA Insurance License #0G30574
Joanna Moran located at: 9770 S. Virginia St., Reno, NV 89511 775-225-9588