We apply wisdom and innovation that aligns financial decisions with values, creating freedom for the families we serve.

Integrity:

Do what we say we are going to do. Always put our client's best interest first. Treat others as you would want to be treated.

Family:

We create an environment of trust and safety. Business and client relationships are treated like family.

Freedom:

We strive to increase choice and flexibility in the lives of people we serve.

Wisdom:

We use knowledge and experience to apply good judgement to decisions that are made. Wisdom improves the probability of success.

Innovation:

Never stop learning and developing people. We relentlessly try to improve what already exists. Our team embraces change and utilizes best in class tools and technology.

Advisors

John Kovalek, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

John Kovalek

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Kovalek's website

Team

Molly L. Weglin

Molly L. Weglin

Client Service Coordinator

Qualifications

  • BA Liberal Studies, Minor History, CSUS
  • With the practice since July 2006
  • CA Notary Public

Roles & Responsibilities

  • Client Service
  • Record retention and filing
  • Operations and Practice Administration
  • Technology
  • Business Processing
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Brett Macauley

Brett Macauley

Business Development Manager

Roles & Responsibilities

  • Franchise Consultant
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Connor Schlecht

Connor Schlecht

Paraplanner

Qualifications

  • B.A., Economics

Roles & Responsibilities

  • Meeting prep and follow-up
  • Money movement requests and trades
  • Case management
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