With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.


Jeffrey Windle, Financial Advisor serving the San Francisco, CA area - Ameriprise Advisors

Jeffrey Windle

Financial Advisor

Vice President
Visit Jeffrey Windle's website


Karen Xie

Client Service Associate

Andrew Peritore

Client Service Associate