6514 NE 171st Place,
Kenmore, WA 98028
Shore to Summit has one branch location located in Kenmore, WA. Meet our associates, and get in touch using the contact information listed above.
Senior Client Relationship Manager
Learn more about Trista
Partner
Senior Financial Advisor
Lynn Van Moppes brings 3 decades of experience as a financial advisor to her new team at Shore to Summit Wealth Management, an independent wealth management practice, affiliated with Wells Fargo Advisors Financial Network.
Shortly after graduating from Seattle University, Lynn began her career in 1997, partnering with a large and reputable senior financial advisory team. Throughout this 10-year partnership, Lynn began to build her practice through client relationships grounded in trust. With a deep commitment to tailoring client needs, successfully managing their investment portfolios, Lynn has a genuine dedication to her clients’ financial lives. In addition to customizing and managing their investment portfolios, Lynn helps clients navigate their overall financial choices with confidence. Often sharing time with client's estate attorneys and CPAs, Lynn believes that exceptional financial guidance goes beyond investment management and requires understanding each client's unique goals, values, and vision for their future. With her commitment to the white glove service being a hallmark of her practice it was the catalyst in her decision to work with Shore to Summit. Shore to Summit has successfully built a top tier boutique wealth management group, along with an industry premier client service team focused on supporting the deep alliance between the client and their advisor.
As a Pacific Northwest native, Lynn lives in Kenmore, Washington with her daughter and husband, Jimmy, a Chief Engineer out of Dutch Harbor, AK. Lynn is an avid fan of the Seattle Mariners and Seahawks. In her spare time, she enjoys golf, tennis, and boating the Puget Sound, with an occasional voyage to the San Juan’s on their Ranger Tug.
Senior Client Relationship Manager
Trista Zaragoza, Senior Client Relationship Manager, joined Shore to Summit Wealth Management (STSWM) in 2025 with 20 years of financial industry experience. Prior to joining Shore to Summit, she was employed with Wells Fargo Advisors (WFA) as a Senior Client Associate – Officer. She has been an incredible support to many clients, financial advisors and managers over the years. In addition to her role as a Client Associate, she has managed the operational functions of the WFA regional office in Idaho.
Trista has an ethics-based approach and is committed to doing what’s right for clients. Her dedication to clients and Financial Advisors to be successful in achieving their goals makes her a great fit for the Shore to Summit Wealth Management practice. Trista joins us with a wealth of knowledge and experience. Her organizational skills and attention to detail make her an asset to the team.
Trista, her husband and various pets over the years have lived in Coeur d’Alene since 2004. Prior to that they lived in Southern California, both Long Beach and Redondo Beach where they enjoyed living close to the ocean. Outside of work she enjoys bicycle riding on any one of their 30+ vintage bikes. Trista loves her pets, camping, reading, and most of all cooking!