Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Steven Rabin, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Steven Rabin

CFP®, CRPC®, APMA®, CDFA®, ChFC®

Private Wealth Advisor

Managing Director
Visit Steven Rabin's website
Joseph Barkat, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Joseph Barkat

CRPC®, APMA®, CDFA®

Private Wealth Advisor

Managing Director
Visit Joseph Barkat's website
Michael Tsan, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Michael Tsan

APMA®

Financial Advisor

Vice President
Visit Michael Tsan's website
Steve Schulte, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Steve Schulte

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steve Schulte's website
Chuck Smith, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Chuck Smith

MBA, CFP®, BFA, APMA®, CEPA®

Private Wealth Advisor

Managing Director
Visit Chuck Smith's website
John Erickson, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

John Erickson

Financial Advisor

Vice President
Visit John Erickson's website
Michael Huffman, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Michael Huffman

Financial Advisor

Vice President
Visit Michael Huffman's website
Steve Nelson, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Steve Nelson

Financial Advisor

Managing Director
Visit Steve Nelson's website
Lydia Padilla, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Lydia Padilla

AAMS®, CRPC®

Private Wealth Advisor

Certified Military Financial Advisor
Visit Lydia Padilla's website
Dong Choi, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Dong Choi

CFP®

Financial Advisor

Managing Director
Visit Dong Choi's website
Robert Richard Munoz, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Robert Richard Munoz

CFP®, MBA, CRPC®, CPA

Financial Advisor

Vice President
Visit Robert Richard Munoz's website
Justin Hoyt, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Justin Hoyt

Financial Advisor

Managing Director
Visit Justin Hoyt's website
Chris Housley, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Chris Housley

Financial Advisor

Vice President
Visit Chris Housley's website
Todd Elliott Harris, Financial Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Todd Elliott Harris

Financial Advisor

Managing Director
Visit Todd Elliott Harris's website

Team

Erika Barbosa

Erika Barbosa

Client Service Associate,

Client Service Specialist
Travis Carlisle

Travis Carlisle

Registered Client Service Associate,

Financial Planning Specialist
Jen DeWerd

Jen DeWerd

Registered Client Service Associate,

Client Service Specialist
Melissa Short

Melissa Short

Client Service Associate,

Client Concierge
Louis Schuster

Louis Schuster

Registered Client Service Associate,

Financial Planning Analyst
Maren Green

Maren Green

Client Service Associate

Diane Mayrant

Diane Mayrant

Registered Client Service Associate

Marla Mallula

Marla Mallula

Registered Client Service Associate

Jason Jensen

Jason Jensen

Registered Client Service Associate

Tenisha Phillips

Tenisha Phillips

Client Service Associate,

Practice Manager
Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist

Erica Johnson

Operations Leader