We feel we have a responsibility to provide advice that is personalized to you. Using this approach, we help prepare you for the certainty of uncertainty, help you adapt to change, make progress towards your goals, and along the way have more confidence in your financial life. We serve as a sounding board for your financial decisions – we ask targeted questions and listen closely to your answers.

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Team photo
Team photo

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Advisors

Richard Bologna

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Richard Bologna's website

Clarissa Ramos

CRPC

Associate Advisor

Registered Practice Associate
Visit Clarissa Ramos's website


Team

Ritu Khanna

Ritu Khanna

Client Service Associate,

Client Relationship Specialist

Roles & Responsibilities

  • Account transfers to Ameriprise
  • Linking of external bank accounts to your Ameriprise accounts
  • Client profile changes, e.g. life event updates, beneficiaries, change of address, trusted contact person for Ameriprise accounts, email change, etc.
  • Account operations and research
  • Initiate and process money movement requests
  • Client online access, e.g. web-site registration, eSignatures, TotalView enrollment, and client mobile app
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Shiva Fakurnejad

Shiva Fakurnejad

Client Service Coordinator

Roles & Responsibilities

  • Initiate and process money movement requests
  • Meeting reminders and scheduling
  • Management of overdue payments for insurance policies
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Heather Wood

Heather Wood

Registered Client Service Associate

Evan Johnson

Evan Johnson

Client Service Associate

Ural Shamsuddin

Ural Shamsuddin

Client Service Associate

Arnav Mahajan

Arnav Mahajan

Client Service Associate