Transcend Wealth Management

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Bradford A Gann

Bradford A Gann

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bradford A Gann's website
Bryan Sanson

Bryan Sanson

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Bryan Sanson's website

Team

Yvette Alfano

Yvette Alfano

Operations Manager,

Financial Planning Specialist

Qualifications

  • Ameriprise Financial (AEFA) 1999 - present
  • Prior industry experience from 1990 until 1999

Roles & Responsibilities

  • Client Service Specialist
  • Office Management
  • Human Resource Manager
  • Financial Planning
  • Estate Settlements
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Kari Francisco

Kari Francisco

Paraplanner,

Investment Specialist

Qualifications

  • Series 7
  • Series 66
  • Joined current Ameriprise office in 2011
  • Prior Industry Experience Since 1987 (IDS, AEFA, Securities America and Ameriprise Financial)
  • BA Pennsylvania State University

Roles & Responsibilities

  • Client Service Specialist
  • Investment Specialist - Research and Trading
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Briann Clark

Briann Clark

Client Service Manager

Qualifications

  • Joined Ameriprise January 2015
  • BA Marketing, University of Phoenix

Roles & Responsibilities

  • Client Service
  • Appointment and paperwork preparation and processing
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April Buckley

Administrative Assistant,

Receptionist

Qualifications

  • B.B.A. Finance, Mercer University

Roles & Responsibilities

  • General Admin Duties
  • Font Desk/Scheduling
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