Our advisors

David Bouffard, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

David Bouffard

MBA, APMA®, CRPC®

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about David Bouffard
Mark Jones, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about Mark Jones
Mehdi Azizi, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Mehdi Azizi

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Mehdi Azizi
Diane Lee Bearce, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Diane Lee Bearce

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Diane Lee Bearce
Allison Becker, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Allison Becker

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Allison Becker
Alston Eldridge, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Alston Eldridge

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alston Eldridge
Stephanie Field, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Stephanie Field

Financial Advisor

Learn more about Stephanie Field
Candice Pope, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Candice Pope

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Candice Pope
Michael C Riley, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Michael C Riley

CFP®, APMA®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael C Riley
Debra Steinmetz, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Debra Steinmetz

CFP®, JD

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Debra Steinmetz

Our team

Carley Ames

Carley Ames

Practice Manager

Coral Edmonds

Coral Edmonds

Client Concierge

Vicki Hawkins

Vicki Hawkins

Client Concierge

Tanya Iljazi

Tanya Iljazi

Client Concierge

Althea "Lilly" Mortensen

Althea "Lilly" Mortensen

Client Concierge

Alyssa Pompano

Alyssa Pompano

Marketing Specialist

Kimberly Saja

Kimberly Saja

Operations Specialist

Qualifications

  • CFP®, CRPC®
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Emily Santopietro

Emily Santopietro

Client Concierge

Emily J. Savage

Emily J. Savage

Client Concierge

Kara Stephen

Kara Stephen

Client Concierge

Adam Swiger

Adam Swiger

Client Concierge