Centerstone Family Wealth Advisors

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

Sally A Souza, Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Sally A Souza

Financial Advisor

Visit Sally A Souza's website
Dora Steeley, Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Dora Steeley

CRPC®

Financial Advisor

Visit Dora Steeley's website
Eric Gieling, Associate Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Eric Gieling

Associate Financial Advisor

Visit Eric Gieling's website

Team

Nai Saelee

Nai Saelee

Office Manager

Qualifications

  • B.S. Business Administration
  • Joined Seivert & Associates 2014
  • Joined Ameriprise Franchise Team 2007

Roles & Responsibilities

  • Human Resources
  • Marketing and Community Outreach
  • Notary Public
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Drake Perales

Drake Perales

Administrative Assistant

Qualifications

  • Joined Seivert & Associates 2016

Roles & Responsibilities

  • Notary Public
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Sandy Xiong

Sandy Xiong

Financial Planning Assistant

Qualifications

  • Joined Seivert & Associates 2019

Roles & Responsibilities

  • Notary Public
  • Pre- and Post-Client Meeting follow up actions.
  • Financial planning
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