Troy Koepplin is an IRS Enrolled Agent (EA) and a Registered Investment Advisory Representative with over 29 years of experience assisting individuals and small businesses with their tax, investment, and insurance needs.

Troy graduated from San Diego State University’s Business/Finance program and resides in Carlsbad, CA. He enjoys spending time at the beach and traveling with his family in his free time. His most recent adventure was a memorable trip to Spain with his son, James.

Lynn Wilson joined San Diego Tax & Financial Associates in 2022 as our Client Relationship Manager. With over 25 years of customer service experience, she excels at building strong client connections.
Before joining the firm, Lynn successfully ran a printing business in Carlsbad, CA. Outside work, she enjoys spending time with her husband and daughter, biking along the beach, and "glamping" in the desert.

*Lynn Wilson is not registered with LPL Financial

Armando Garcia Jr. joined San Diego Tax & Financial Associates in January 2024 as a Junior Data Analyst. In this role, he is vital in gathering and organizing client tax documentation and ensuring accurate data integration into tax returns. Originally from Texas, Armando relocated to North County, San Diego, in 2023 with his wife and their three wonderful children. The family enjoys spending time at the beach and participating in Taekwondo activities with the kids. In addition to balancing work and family life, Armando is pursuing an accounting degree at Cal State San Marcos.

*Armando Garcia Jr. is not registered with LPL Financial

Ashley Carvin works closely with Troy and his investment management clients, delivering dedicated support and partnering with a team of LPL administrators to ensure tasks are completed smoothly and efficiently. She brings over eight years of experience in roles such as Service Experience Supervisor and Partner Support Specialist.

Ashley Carvin resides in a charming small town in the Southeast corner of Iowa. She enjoys spending quality time with her family and actively participating in her two daughters' activities. When not working, Ashley can often be found on the family farm, traveling or immersing herself in new cultures.

*Ashley Carvin is not registered with LPL Financial