The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

James Spach

James Spach

Private Wealth Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

California Lutheran University - Master of Business Administration, University of Phoenix - Bachelor of Science in Business Administration
CA Insurance #0E31141

VISIT MY WEBSITE

Charissa Spach

Charissa Spach

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

BS Kinesiology; Westmont College; Santa Barbara, California, MBA; California Lutheran University; Thousand Oaks, California
CA Insurance #0E31144

VISIT MY WEBSITE

Our Staff

Nicole Yazdanpanah

Nicole Yazdanpanah

Operations Manager

Kate Silsbury

Kate Silsbury

Business Development Director

Heghine Kirakosyan

Heghine Kirakosyan

Paraplanner

Rose Baker

Rose Baker

Administrative Assistant

Andrew Miller

Andrew Miller

Financial Planning Assistant

Mark Stickney

Mark Stickney

Financial Planning Specialist

Christa Redman

Christa Redman

Financial Planning Assistant

Taylor Johnson

Taylor Johnson

Financial Planning Assistant