Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.



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 Eric Gieling

Eric Gieling

APMA®

Financial Advisor

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

Dora Steeley

CRPC, APMA®

Financial Advisor

Learn more about Dora Steeley Visit Dora Steeley's website
Advisor photo for Adrienne Guerra

Adrienne Guerra

APMA®

Financial Advisor

Learn more about Adrienne Guerra Visit Adrienne Guerra's website
Advisor photo for Fernando Mendoza

Fernando Mendoza

APMA®

Financial Advisor

Learn more about Fernando Mendoza Visit Fernando Mendoza'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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Angela Casso

Angela Casso

Administrative Assistant

Personal Intro

Joined Centerstone Family Wealth Advisor 2023

Roles & Responsibilities

  • Notary Public
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