Advisors

David L Aton

David L Aton

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David L Aton's website
Paul K Wheeler

Paul K Wheeler

Private Wealth Advisor

Visit Paul K Wheeler's website

Team

Greg Morrow

Greg Morrow

Client Service Manager

Qualifications

  • With the firm since August 2013
  • Notary Public
  • Bachelor of Science, Kinesiology - Sacramento State University (2010)
  • Single Subject Physical Education California Teaching Credential - Sacramento State University (2010)
View more
Michael Seivert

Michael Seivert

Paraplanner

Marina Morrow

Marina Morrow

Client Service Coordinator

Qualifications

  • With the firm since June 2007
  • Bachelor of Science, Accountancy - Sacramento State University (2007)
View more
Jessica Pavich

Jessica Pavich

Financial Planning Assistant

Qualifications

  • With Ameriprise Financial since 2010
  • Worked in the financial industry since 2003
View more