Seivert & Associates

To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Sally A Souza

Sally A Souza

CRPC®

Financial Advisor

Visit Sally A Souza's website
Dora Steeley

Dora Steeley

CRPC®

Financial Advisor

Visit Dora Steeley's website
Eric Gieling

Eric Gieling

APMA®

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

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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