Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Michael Douglas Pettit, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Michael Douglas Pettit

CFA®, JD

Financial Advisor

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Robert S Bjekich, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Robert S Bjekich

CFP®

Financial Advisor

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Joe Canale, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Joe Canale

CFS®

Financial Advisor

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Aaron P Karr, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Aaron P Karr

CRPS, AIF®

Financial Advisor

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Kenneth Charles, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Kenneth Charles

CRPC, AAMS

Financial Advisor

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Alan Foley, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Alan Foley

CFP®, ChFC®, CLU®

Financial Advisor

Business Financial Advisor
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Eric Graves, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Eric Graves

Financial Advisor

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Mitch Satz, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Mitch Satz

Financial Advisor

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Daniel Mauldin, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Daniel Mauldin

AAMS

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Daniel Mauldin's website
Ryan Thomas, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Ryan Thomas

Financial Advisor

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Team

Julie Esposito

Julie Esposito

Client Service Specialist

Personal Intro

Julie has been with Ameriprise for over 20 years in various service and leadership roles. She serves as an expert with complex casework experience. Julie has 3 children, and her husband teaches and coaches baseball at Granite Bay High School. Recently, she discovered her passion for golf. Her retirement dream includes travelling to various golf destinations around the world.

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Caitlyn Jung

Caitlyn Jung

Office Manager

Jana Mayer

Jana Mayer

Client Service Specialist

Mayra Olarte

Mayra Olarte

Client Service Specialist

Personal Intro

Mayra serves the office helping to support multiple advisors and associates. She focuses her talents primarily with retirement plans. She is currently working towards finishing her licenses. Mayra has a Bachelor of Science in Business from William Jessup. When she has free time, Mayra will often be found venturing through the local countryside in search of new and exciting hiking destinations. She also loves travelling.

Qualifications

  • Series 7, 66

Roles & Responsibilities

  • Client Service Specialist
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Matt Dazey

Matt Dazey

Client Service Specialist,

Financial Planning Specialist

Personal Intro

He started with us last year and is proving to be a vital piece of our client service team. Matt has a finance degree from CSU Sacramento and is currently working towards finishing his licensing. He spends most of his free time right now studying for his exams and seeing friends. During the warmer months, Matt makes time to road trip through scenic California finding places to camp.

Qualifications

  • Series 7, 66

Roles & Responsibilities

  • Financial Planning Specialist
  • Client Service Specialist
  • New Advisor Concierge
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Luisa Varela

Luisa Varela

Client Service Specialist

Jasmine Carrasco

Client Concierge