The Team

Confluence Wealth Management Group

Our Advisors

Mark P Tolan

Mark P Tolan

Private Wealth Advisor

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Designations

CFP®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies

Education

B.S., Business Administration, Duquesne University, 1971, CFP® Designation, 1983
CA Insurance #0659598

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Kevin P Tolan

Kevin P Tolan

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

B.S., University of La Verne, 1998, University of Nevada, Reno, 1995-1996, Citrus College, Glendora, CA 1993-1995
CA Insurance #0C17703 AR License #1352975

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Ryan Tolan

Ryan Tolan

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Bachelor's Degree in Psychology, Duquesne University
CA Insurance #0F77036

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Mike Linzay

Mike Linzay

Financial Advisor

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Designations

CLTC®

Education

BS, BM., University of Phoenix, 2000
CA Insurance #0F06914

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Duvan Chiang

Duvan Chiang

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning

Education

M.S. Computer Science, Texas A&M University - Commerce, M.S. Earth Science, East Texas State University, B. S. Geology, Chinese Culture University
CA Insurance #0B46934

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Our Staff

A. Sonia Avila

A. Sonia Avila

Office Manager

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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
Stephanie H. Follis

Stephanie H. Follis

Executive Assistant

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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
Sara A. Uribe

Sara A. Uribe

Administrative Assistant

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Qualifications

  • Mt. San Antonio College, Walnut, CA, 2010-Present
  • A.A., Kinesiology, Mt. San Antonio College, Walnut, CA, 2015
Megan Robles

Megan Robles

Executive Assistant

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Qualifications

  • M.A., Educational Management, University of La Verne, 1998
  • Multiple Subjects Teaching Credential, Cal State University San Marcos, 1992
  • B.S., Merchandising & Fashion Promotion, University of Arizona, 1985
  • Elementary Mathematics Teacher, 2006-2014

Roles & Responsibilities

  • Executive Assistant, Ameriprise Financial Services, Inc. 2016-present.

Frank Pulciano

Executive Assistant

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Qualifications

  • B.S. Nuclear Engineering Technology, Excelsior College

Krista Anderson

Financial Planning Assistant

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Qualifications

  • B.S. in Communications, Public Relations from California State Polytechnic University, Pomona – 2006
  • A.A. in Art, Graphic Design from Citrus College – 2003

Troy Cook

Financial Planning Assistant

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Qualifications

  • B.A. Business Administration, University of La Verne

Jacob Taylor

Intern

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Qualifications

  • Enrolled in the Finance program at Riverside City College

Colby Brunk

Intern

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Qualifications

  • Enrolled in the Computer Science program at Riverside City College