Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Mark Seivert

Mark Seivert

CFP®, MS

Private Wealth Advisor

Franchise Owner
Learn more about Mark Seivert Visit Mark Seivert's website
Advisor photo for Dora Steeley

Dora Steeley

CRPC

Financial Advisor

Learn more about Dora Steeley Visit Dora Steeley's website
Advisor photo for Eric Gieling

Eric Gieling

APMA

Associate Financial Advisor

Learn more about Eric Gieling Visit Eric Gieling's website
Advisor photo for Jeremiah Duda

Jeremiah Duda

Associate Financial Advisor

Investment Manager
Learn more about Jeremiah Duda Visit Jeremiah Duda's website


Our team

Nai Saelee

Nai Saelee

Office Manager

Qualifications

  • B.S. Business Administration, CSU, Sacramento

  • Joined Centerstone Family Wealth Advisors 2014

  • Joined Ameriprise Franchise Team 2007

Roles & Responsibilities

  • Human Resources
  • Marketing and community outreach support
  • Notary Public
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Drake Perales

Drake Perales

Administrative Assistant

Qualifications

  • Joined Centerstone Family Wealth Advisors 2016

Roles & Responsibilities

  • Notary Public
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Sandy Xiong

Sandy Xiong

Financial Planning Assistant

Qualifications

  • B.A. Business Management Economics, UC Santa Cruz

  • Joined Centerstone Family Wealth Advisors 2019

Roles & Responsibilities

  • Notary Public
  • Pre- and Post-Client meeting following up actions
  • Financial Planning
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Abigail Ramos

Abigail Ramos

Client Service Coordinator

Qualifications

  • B.S. Marketing and Management, minor in Communications, La Sierra University

  • Joined Centerstone Family Wealth Advisors 2023

Roles & Responsibilities

  • Handles incoming client calls and questions
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