The Team

Strategic Planning & Investment Advisors

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 me, 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

Our Advisors

Matthew Hunstock

Matthew Hunstock

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Montgomery High School, University of California at Santa Barbara - BA History & Business Economics, California Lutheran University - MBA
CA Insurance #0E32971

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Marco Rivera

Marco Rivera

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Education

Sonoma State University - Bachelor's in Economics
CA Insurance #0D53476

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Ryan Mason

Ryan Mason

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Small Business
  • Retirement Planning Strategies

Education

Political Science, 2001, California Polytechnic University, San Luis Obispo, CA
CA Insurance #0D55563

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Ben Stewart

Ben Stewart

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

BA, History, Cornell University, Ithaca, NY, MBA, University of Southern California, Los Angeles, CA
CA Insurance #0D61945

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Our Staff

Kayla Larsen

Kayla Larsen

Client Service Manager

Patricia Kawecki

Patricia Kawecki

Administrative Assistant