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

Thomas Bajema

Thomas Bajema

Private Wealth Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

MBA, 1985, Western Washington University, Bellingham, WA, BA, 1982, Business Administration, Western Washington University, Bellingham, WA
CA Insurance #0E43035

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Adam J Faber

Adam J Faber

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

BA Business Administration - Finance & Economics, Gonzaga Universty, Gonzaga-in-Florence, Italy

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Our Staff

Nancy Almassy

Nancy Almassy

Office Manager

Executive Assistant
Lisa Lee

Lisa Lee

Administrative Assistant