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Our Team

Support you can trust when the path is not clear.

When families are dealing with change, they need more than financial expertise. They need clear communication, careful coordination, and people they can trust. 


That is what our team strives to provide.



Notary Public

As part of our commitment to comprehensive service, we provide in-office and mobile notary support for important financial and legal documents. It is one more way we provide concierge-level support, discretion, and peace of mind at every step.


Certified Merger & Aquisition Advisor CM&AA

This designation reflects our depth in business value, transitions and what happens at the most pivotal financial moments in your business. For business owners this isn't just technical knowledge its a form of protection. Knowing how your business is valued, how a deal is structured, and how to align that outcome with your personal financial plan is what turns a transaction into a true milestone.


At Moonshot working with a CERTIFIED FINANCIAL PLANNER™ professional isn't just a credential its a standard.

The CFP designation represents one of the hightes levels of training, ethics, and fiduciary responsibility in our industry. It means we are held to a higher standard, one that prioritizes thoughful strategy and your best interest at every step. Our aim is to provide guidance that simplifies complexity, protects what you've built and helps you move forward with clarity and confidence.

our team
Our Team Of Dedicated Professionals

Asului Ortiz

Asului Ortiz

Client Experience Coordinator

Cynthia Luna

Cynthia Luna CFP®, CM&AA

Founder and Lead Advisor

Tanisha Wilson

Tanisha Wilson

Wealth Strategy Partner

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

One small shift in how you handle your money can change the entire trajectory of your life.

Let us know you'd like to take those steps with us.

130 Chieftain
Suite 101
Waxahachie, TX 75165

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