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

Sophia Spencer, Private Wealth Advisor serving the LONGVIEW, WA area - Ameriprise Advisors

Sophia Spencer

MSM, CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Sophia Spencer's website

Team

Lindsay Romane

Lindsay Romane

Client Service Associate