With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Dale Cebert, Private Wealth Advisor serving the The Villages, FL area - Ameriprise Advisors

Dale Cebert

ChFC®, CLU®, CASL®

Private Wealth Advisor

President of Cebert Wealth
Learn more about Dale Cebert
Chad Noble, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Chad Noble

Financial Advisor

Vice President of Cebert Wealth
Learn more about Chad Noble
Alec Thomas, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Alec Thomas

CMFA®

Financial Advisor

Vice President of Cebert Wealth
Learn more about Alec Thomas
Catherine Harris, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Catherine Harris

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Catherine Harris
Tom Romanac, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Tom Romanac

APMA

Financial Advisor

Franchise Owner
Learn more about Tom Romanac
Stephen Peterson, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Stephen Peterson

Financial Advisor

Learn more about Stephen Peterson
David DeSantis, Associate Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

David DeSantis

APMA

Associate Financial Advisor

Learn more about David DeSantis
Michael Fraher, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Michael Fraher

MBA, ChFC®, APMA, AEP®, CRPC, CLTC®, LUTCF®

Financial Advisor

Franchise Owner
Learn more about Michael Fraher


Our team

Desirea Winchell

Desirea Winchell

Client Service Specialist

Andi Muzzillo

Andi Muzzillo

Client Service Specialist

Briana Scovack

Briana Scovack

Client Service Specialist

Martha Moss

Martha Moss

Client Concierge

Heather Widmann

Heather Widmann

Client Service Specialist

Justin Rosasco

Justin Rosasco

Operations Specialist

Julie Thomas

Julie Thomas

Business Development Director

Amanda Griffor

Amanda Griffor

Client Concierge

Timothy Coakley

Timothy Coakley

Paraplanner

Amanda Christensen

Amanda Christensen

Administrative Assistant