Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Robert J Roth, Private Wealth Advisor serving the Gold River, CA area - Ameriprise Advisors

Robert J Roth

CFP®, CFS®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert J Roth Visit Robert J Roth's website
Thomas Sharp, Financial Advisor serving the Gold River, CA area - Ameriprise Advisors

Thomas Sharp

CFP®

Financial Advisor

Learn more about Thomas Sharp Visit Thomas Sharp's website

Our team

Carlee Gruczelak

Carlee Gruczelak

Client Service Coordinator,

Office Manager
Lloyd Gong

Lloyd Gong

Financial Planning Specialist

Lauren Canellis

Lauren Canellis

Client Relationship Manager

Sam Sharp

Sam Sharp

Assistant

Nick Guthrie

Nick Guthrie

Client Relationship Manager