Phaedra Roybal

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

Our goal at Ortega Insurance Services is to help you choose the best insurance policy coverage for your home, apartment, business and vehicle. Whether you are a business owner, renter, car owner or homeowner, we have the insurance options to provide

At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us. Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning. With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.