Strategic Planning & Investment Advisors

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

Ryan Mason, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Ryan Mason

Financial Advisor

Franchise Owner
Visit Ryan Mason's website
Ben Stewart, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Ben Stewart

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ben Stewart's website
Phil Polston, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Phil Polston

Financial Advisor

Visit Phil Polston's website

Team

Kayla C Larsen

Kayla C Larsen

Client Service Manager

Patricia Kawecki

Patricia Kawecki

Administrative Assistant