Our advisors

Jeffrey Michael Crosby

Jeffrey Michael Crosby

CLU®

Private Wealth Advisor

Chartered Life Underwriter
Learn more about Jeffrey Michael Crosby Visit Jeffrey Michael Crosby's website
Chris Wille

Chris Wille

Financial Advisor

Operations Director
Learn more about Chris Wille Visit Chris Wille's website
Christopher D Stacey

Christopher D Stacey

Financial Advisor

Investment Manager
Learn more about Christopher D Stacey Visit Christopher D Stacey's website
Kari Miller

Kari Miller

MBA, CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kari Miller Visit Kari Miller's website
Josiah Brensdal

Josiah Brensdal

Financial Advisor

Learn more about Josiah Brensdal Visit Josiah Brensdal's website

Our team

Melissa Brown

Melissa Brown

Client Service Manager

Personal Intro

  • Graduated from the University of Arizona in 2014 with a double major in Political Science and Sociology
  • 8+ years of Customer Service Experience
  • Works in the Kirkland Office
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Mike McIntyre

Mike McIntyre

Financial Planning Specialist

Personal Intro

  • Graduated from the University of Washington in 1975 with a double major in Political Science and Business
  • Worked in the Securities Industry in various areas since 1977
  • Inducted in the NorthWest Swimming HOF
  • Active Swim Coach
  • Works in the Kirkland Office
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Danene Vanderwel

Danene Vanderwel

Client Service Manager

Personal Intro

  • 20+ years at Ameriprise
  • Has one grandson and two granddaughters
  • Works in the Vancouver Office
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Kristen Mercado

Kristen Mercado

Client Service Manager

Personal Intro

  • 20+ years of Customer Service experience
  • 4+ years with Ameriprise
  • Has a teenage son
  • Spends free time fostering kittens
  • Works in the Albany Office
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Scott Cramer

Financial Planning Specialist

Personal Intro

  • Graduated from Oregon State University in 1992 with a degree in Business Management
  • Works in the Albany Office
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Apurva Gavali

Apurva Gavali

Client Service Specialist

Personal Intro

  • Studying Finance and Management Information Systems at the University of Washington
  • 2+ years of customer service experience
  • Works in the Kirkland Office
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Thanh Hoang

Thanh Hoang

Client Service Specialist

Personal Intro

  • Graduated from University of Washington Bothell in 2020 with a B.A. in Business Administration and a concentration in Finance and Management
  • Assists in client meeting preparation and client onboarding
  • Works in the Kirkland Office
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Tyler Purfeerst

Tyler Purfeerst

Client Service Specialist

Personal Intro

  • Graduated from the University of Washington Michael G. Foster School of Business in 2020
  • Works in the Kirkland Office
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Adam Bi

Adam Bi

Assistant

Riley Burbridge

Riley Burbridge

Client Service Specialist