Confluence Wealth Management Group

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Mark P Tolan

Mark P Tolan

Private Wealth Advisor

Visit Mark P Tolan's website
Kevin P Tolan

Kevin P Tolan

Private Wealth Advisor

Visit Kevin P Tolan's website
Ryan Tolan

Ryan Tolan

Financial Advisor

Visit Ryan Tolan's website
Mike Linzay

Mike Linzay

Financial Advisor

Visit Mike Linzay's website
Duvan Chiang

Duvan Chiang

Financial Advisor

Visit Duvan Chiang's website
Ivan Albarran

Ivan Albarran

Financial Advisor

Visit Ivan Albarran's website

Team

A. Sonia Avila

A. Sonia Avila

Practice Manager

Qualifications

  • B.A., Business Economics, University of California Riverside, 1997
  • California Notary Public 2000-Present
  • Professional Interpretation and Translation Certification, University of California Riverside, 1999
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Stephanie H. Follis

Stephanie H. Follis

Executive Assistant

Qualifications

  • B.A., Liberal Studies, University of La Verne, 1999
  • Multiple Subject Teaching Credential, University of La Verne, 2000
  • M.A., Education, University of La Verne, 2003
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Sara A. Uribe

Sara A. Uribe

Executive Assistant

Qualifications

  • A.A., Kinesiology, Mt. San Antonio College, Walnut, CA, 2015
  • B.A., Administration Management, University of La Verne, 2020
  • California Notary Public, 2014-Present
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Troy Cook

Financial Planning Assistant

Qualifications

  • B.A. Business Administration, University of La Verne
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Caitlin P. Tolan

Caitlin P. Tolan

Executive Assistant

Colby Brunk

Intern

Qualifications

  • Enrolled in the Computer Science program at Riverside City College
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Jacob Taylor

Intern

Qualifications

  • Enrolled in the Finance program at Riverside City College
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