The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Stephen W Tetmeir

Stephen W Tetmeir

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
CA Insurance #0790689

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Deborah Garza

Deborah Garza

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

BS Bachelor of Science - Business Administration, Finance - CalPoly - 1993, AA Associate of Arts - Business Aministration and Management - Cuesta College 1991, Atascadero High School - 1986
CA Insurance #0B49813

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Aaron Hendry

Aaron Hendry

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Family Finances

Education

MBA, University of Phoenix, Phoenix, AZ, B.S. Recreation Parks and Tourism, Cal Poly San Luis Obispo, CA
CA Insurance #0K04448

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Our Staff

Laura Ingels

Laura Ingels

Paraplanner

Teresa Navarro

Teresa Navarro

Office Manager

Devanee Richards

Devanee Richards

Client Service Specialist