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

Hunter Muse

Hunter Muse

Private Wealth Advisor

More about me...

Designations

CFP®, CLU®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BA in Math from Texas A&M - Commerce in 1999
CA Insurance #0K42041

VISIT MY WEBSITE

Todd Gronewald

Todd Gronewald

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

B.S. in Economics from Hampden-Sydney College [Triple Major, Summa Cum Laude]
CA Insurance #0G26906

VISIT MY WEBSITE

Anthony Delauney

Anthony Delauney

Financial Advisor

More about me...

Designations

CFP®, BFA, ChFC®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

B.S., Business Administration, University of Richmond, Richmond, VA
CA Insurance #0K45461

VISIT MY WEBSITE

Our Staff

Sherry Chen Kho, CFP<sup>®</sup>, CRPC<sup>®</sup>

Sherry Chen Kho, CFP®, CRPC®

Paraplanner

More about me...

Qualifications

  • CRPC designation
  • BA in Economics from UNC Chapel Hill, 2006
  • Currently hold Series 7, Series 66 and NC Insurance Licenses
Deborah Bednarcik

Deborah Bednarcik

Client Service Specialist

More about me...

Qualifications

  • BA in Psychology from Millersville University