Orchard Financial Group

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Alex Schams

Alex Schams

Financial Advisor

Client Relationship Manager
Visit Alex Schams's website
Anthony Perez

Anthony Perez

Private Wealth Advisor

Managing Director
Visit Anthony Perez's website
Michael Kawase

Michael Kawase

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Kawase's website
Eric Smutko

Eric Smutko

Financial Advisor

Visit Eric Smutko's website
Philip Decallejon

Philip Decallejon

Financial Advisor

Chartered Financial Analyst®
Visit Philip Decallejon's website
Kristie Liuag

Kristie Liuag

Associate Financial Advisor

Operations Director
Visit Kristie Liuag's website

Team

Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
Aprile Poag

Aprile Poag

Paraplanner,

Financial Planning Specialist
Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A., Mass Communication, Public Relations
  • CA Insurance License #0K56283
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Brenda Mahar

Client Service Specialist,

Marketing Specialist