The Team

Affirm Wealth Advisors

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc. that uses investment, estate and tax planning strategies to address unique financial goals and integrate them into a comprehensive financial planning approach. We have a large presence in Arizona with offices in Peoria, Mesa and Tucson as well as a dedicated team of 19 professionals including nine financial advisors and ten various client service support specialists to serve our clients.

Our Advisors

Matthew Maclean

Matthew Maclean

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business

Education

Bachelor of Interdisciplinary Studies - Arizona State University
CA Insurance #0K37306

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Athena Gatan

Athena Gatan

Financial Advisor

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Designations

CLTC®, APMA®

Top Areas of Focus

  • Family Finances
  • Insurance
  • Saving for Education

Education

B.S., Business Finance, University of Phoenix, Phoenix, AZ
CA Insurance #0C39183

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Richard L Clark

Richard L Clark

Financial Advisor

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Designations

CPA, PFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Education

B.S. in Accounting, 1984, Arizona State University, Tempe, AZ
CA Insurance #0C37364

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Garrett Smith

Garrett Smith

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

University of Arizona, B.A. in Economics
CA Insurance #0L00333

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Michael Gombrich

Michael Gombrich

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies

Education

Bachelors in Business Administration (International Macroeconomics), 2012, University of Arizona
CA Insurance #0M10359 AR License #17843490

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Douglas Godfrey

Douglas Godfrey

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies

Education

Bachelors of Business Administration (emphasis in Accounting), 1984, Northern Arizona University
CA Insurance #0L87867

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Theodore Risen

Theodore Risen

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

BA, 2015, Business Administration, University of Arizona, Eller College of Management, Tucson, AZ
CA Insurance #0L89919

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Scarlet Filmore

Scarlet Filmore

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Business Retirement Plans
CA Insurance #0M88174

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John Wright

John Wright

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts, Business Administration-Finance, University of Washington, Bothell, WA

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Our Staff

Krissa Adams

Krissa Adams

Practice Manager

Paraplanner
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Qualifications

  • Series 7 & 66 Licensing
  • Arizona Insurance License
Richard (Sam) Bonge

Richard (Sam) Bonge

Investment Specialist

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Qualifications

  • Series 7 License
Brittany Collins

Brittany Collins

Operations Manager

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Qualifications

  • Bachelor of Science in Public Relations
  • Bachelor of Science in Advertising
Melissa Rubio

Melissa Rubio

Marketing Manager

Cindy Chappell

Cindy Chappell

Client Service Specialist

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Qualifications

  • Bachelor of Science in Management
Sarah Grunwald

Sarah Grunwald

Client Service Specialist

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Qualifications

  • Series 6 License
  • Bachelors of Science in Business Administration
Pauline Hallam

Pauline Hallam

Client Service Coordinator

Stephen Mandracchia

Paraplanner

Angelina Jimenez

Angelina Jimenez

Receptionist

Harmony Welcher

Harmony Welcher

Administrative Assistant