We know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.


Our advisors

Matt MacLean, Private Wealth Advisor serving the Peoria, AZ area - Ameriprise Advisors

Matt MacLean

CFP®, ChFC®, CRPC, CKA®

Private Wealth Advisor

Chief Executive Officer of Affirm Wealth Advisors
Learn more about Matt MacLean Visit Matt MacLean's website
Stephen Patrick Harnden, Private Wealth Advisor serving the Peoria, AZ area - Ameriprise Advisors

Stephen Patrick Harnden

CFP®, CPA

Private Wealth Advisor

Learn more about Stephen Patrick Harnden Visit Stephen Patrick Harnden's website
Michael Gombrich, Private Wealth Advisor serving the Peoria, AZ area - Ameriprise Advisors

Michael Gombrich

CFP®, APMA, ChFC®, BFA

Private Wealth Advisor

Learn more about Michael Gombrich Visit Michael Gombrich's website
Garrett Pierce Smith, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Garrett Pierce Smith

CFP®, BFA, APMA

Financial Advisor

Learn more about Garrett Pierce Smith Visit Garrett Pierce Smith's website
Scarlet Filmore, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Scarlet Filmore

CFP®, APMA, CKA®

Financial Advisor

Learn more about Scarlet Filmore Visit Scarlet Filmore's website
Theodore Todd Risen, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Theodore Todd Risen

APMA

Financial Advisor

Learn more about Theodore Todd Risen Visit Theodore Todd Risen's website
John Snyder, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

John Snyder

CFP®, ChFC®, RICP®, APMA

Financial Advisor

Learn more about John Snyder Visit John Snyder's website
Robert Miller, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Robert Miller

APMA

Financial Advisor

Learn more about Robert Miller Visit Robert Miller's website
Adriana Perez, Associate Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Adriana Perez

Associate Financial Advisor

Client Service Specialist
Learn more about Adriana Perez Visit Adriana Perez's website


Our team

Christie Marquez

Christie Marquez

Operations Director

Qualifications

    • Series 7 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Michael Lager

Michael Lager

Business Development Director,

Paraplanner

Qualifications

    • CERTIFIED FINANCIAL PLANNERTM
    • Series 7 License
    • Series 24 License
    • Series 63 License
    • Series 65 License
    • Arizona Life & Health Insurance License
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Brittany Collins

Brittany Collins

Operations Manager

Emily Wade

Emily Wade

Operations Manager

Qualifications

    • CERTIFIED FINANCIAL PLANNERTM
    • Series 7 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Nicole Di Modica

Nicole Di Modica

Marketing Manager

Alan Alpers

Alan Alpers

Investment Manager

Qualifications

    • Chartered Financial Analyst
    • Series 7 License
    • Series 63 License
    • Arizona Life & Health Insurance License
    • Nevada Life & Health Insurance License
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Sarah Grunwald

Sarah Grunwald

Client Service Specialist,

Executive Assistant

Qualifications

    • Series 6 License
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Kathyleen Madison

Kathyleen Madison

Client Service Specialist

Qualifications

    • Series 6 License
    • Series 7 License
    • Series 24 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Felicia Chapman

Felicia Chapman

Client Service Specialist

Kelly Hall

Kelly Hall

Client Service Specialist

Qualifications

    • Series 7 License
    • Series 9/10 License
    • Series 63 License
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Holly Munson

Holly Munson

Client Service Specialist

Ashleigh Bulak

Ashleigh Bulak

Administrative Assistant

Sidney Brinn

Sidney Brinn

Client Concierge

Regina Kucera

Client Concierge