A TEAM OF SPECIALISTS. WORKING FOR YOU.

No financial advisor—no matter how knowledgeable—will ever have all the answers for you. There are simply too many decisions, complexities, and changes to laws, markets, and tax strategies, for any single person or small team to fully understand how to maximize all your opportunities.

Our team of over 50 wealth advisors, CERTIFIED FINANCIAL PLANNERTMprofessionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decisions you’ll face throughout your lifetime.

That’s why, when you work with us, you gain access to a team of specialists across the many areas of financial planning that may touch your wealth. Our specialists provide detailed and actionable advice in essential areas such as estate and tax planning strategies, building passive income streams, business owner and executive compensation planning, investments that go beyond the typical Wall Street push of just stocks and bonds (including Socially Responsible, Environmental, Social, Governance investments), real estate, trusts services, and charitable giving strategies.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

“Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it.” - Andy Rooney


Our advisors

Erin Scannell, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Erin Scannell

CFP®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Learn more about Erin Scannell Visit Erin Scannell's website
Colin Sands, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Colin Sands

CRPC®, CLTC®, ChFC®, AAMS®, RICP®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Colin Sands Visit Colin Sands's website
Kate Wilusz, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Kate Wilusz

CFP®, CRPC®, APMA®

Private Wealth Advisor

Senior Vice President of Heritage Wealth Advisors
Learn more about Kate Wilusz Visit Kate Wilusz's website
Tim Van Dyken, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tim Van Dyken

Financial Advisor

Learn more about Tim Van Dyken Visit Tim Van Dyken's website
Steve Bealey, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steve Bealey

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steve Bealey Visit Steve Bealey's website
Amy Schwab, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Amy Schwab

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amy Schwab Visit Amy Schwab's website
Roger Kinder, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Roger Kinder

AAMS®, LUTCF, CRPC®, APMA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Roger Kinder Visit Roger Kinder's website
Lindsey Maphumulo, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Lindsey Maphumulo

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lindsey Maphumulo Visit Lindsey Maphumulo's website
Richard Tilbury, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Richard Tilbury

CRPC®

Financial Advisor

Learn more about Richard Tilbury Visit Richard Tilbury's website
Ryan Hurley, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Learn more about Ryan Hurley Visit Ryan Hurley's website
Steven Fox, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steven Fox

CRPC®, APMA®

Private Wealth Advisor

Learn more about Steven Fox Visit Steven Fox's website
Gina Eaton, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Gina Eaton

Financial Advisor

Learn more about Gina Eaton Visit Gina Eaton's website
Isaac Walter, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Isaac Walter

CRPC®, APMA®

Financial Advisor

Learn more about Isaac Walter Visit Isaac Walter's website
David Ellis, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

David Ellis

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about David Ellis Visit David Ellis's website
Brian Van Houten, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Brian Van Houten

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brian Van Houten Visit Brian Van Houten's website
Matthew Johnson, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Matthew Johnson

APMA®

Financial Advisor

Learn more about Matthew Johnson Visit Matthew Johnson's website
Gregory A Eliason, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Gregory A Eliason

ChFC®, CLTC®, RICP®, APMA®

Financial Advisor

Learn more about Gregory A Eliason Visit Gregory A Eliason's website
Austin Scott, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Austin Scott

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Austin Scott Visit Austin Scott's website
Todd Brack, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Todd Brack

APMA®

Financial Advisor

Learn more about Todd Brack Visit Todd Brack's website
Tyler Visten, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tyler Visten

CRPC®, APMA®

Financial Advisor

Client Service Specialist
Learn more about Tyler Visten Visit Tyler Visten's website
Tanveer Khabra, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tanveer Khabra

Financial Advisor

Learn more about Tanveer Khabra Visit Tanveer Khabra's website
Jeremy Hoffman, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Jeremy Hoffman

APMA®

Financial Advisor

Investment Specialist
Learn more about Jeremy Hoffman Visit Jeremy Hoffman's website
Marco Rivera, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Marco Rivera

APMA®

Financial Advisor

Learn more about Marco Rivera Visit Marco Rivera's website
Anthony Johnson, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Anthony Johnson

Financial Advisor

Learn more about Anthony Johnson Visit Anthony Johnson's website
Todd R Pfutzenreuter, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Todd R Pfutzenreuter

Financial Advisor

Franchise Owner
Learn more about Todd R Pfutzenreuter Visit Todd R Pfutzenreuter's website
Bob Kovich, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Bob Kovich

Financial Advisor

Learn more about Bob Kovich Visit Bob Kovich's website
Bryan E Barnhart, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Bryan E Barnhart

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Bryan E Barnhart Visit Bryan E Barnhart's website
Ed Hirota, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ed Hirota

Financial Advisor

Learn more about Ed Hirota Visit Ed Hirota's website
Erik Carlson, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Erik Carlson

Financial Advisor

Learn more about Erik Carlson Visit Erik Carlson's website
Tyler Hogan, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tyler Hogan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tyler Hogan Visit Tyler Hogan's website
Roger Mc Dougall, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Roger Mc Dougall

Financial Advisor

Franchise Owner
Learn more about Roger Mc Dougall Visit Roger Mc Dougall's website

Kim Bosold

Financial Advisor

Learn more about Kim Bosold Visit Kim Bosold's website

Cory Wright

Associate Financial Advisor

Learn more about Cory Wright Visit Cory Wright's website

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Andrea Aranguiz

Andrea Aranguiz

Client Service Specialist

Christopher Basile

Christopher Basile

Operations Specialist

Tami Bretz

Tami Bretz

Client Service Specialist

Patience Calvetti

Patience Calvetti

Client Service Specialist

Rachel Canales

Rachel Canales

Client Service Specialist

Kani Cassens

Kani Cassens

Client Service Specialist

Hannah Charcas

Hannah Charcas

Marketing Specialist

Erin Corbett

Erin Corbett

Operations Specialist

Kelly Fox

Kelly Fox

Operations Specialist

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Irene Grendel

Irene Grendel

Client Service Specialist

Sanchari Guha

Sanchari Guha

Executive Assistant

Megan Harris

Megan Harris

Financial Planning Specialist

Justine Hong

Justine Hong

Client Relationship Manager

Brandi Jewett

Brandi Jewett

Operations Director

Kara Kelly

Kara Kelly

Marketing Manager

Kristy Heise

Kristy Heise

Operations Manager

David Hillman

David Hillman

Financial Planning Specialist

Jessie Hsieh

Jessie Hsieh

Client Service Specialist

Anthony Johnson

Anthony Johnson

Insurance Specialist

Isaac Kinder

Isaac Kinder

Client Service Coordinator,

Receptionist
Henry Kooy

Henry Kooy

Investment Specialist

Nick Kovich

Nick Kovich

Marketing Manager

Gaby Liang

Gaby Liang

Client Relationship Manager

Elizabeth Loyola Torres

Elizabeth Loyola Torres

Client Service Coordinator,

Receptionist
Stephanie Macias Flores

Stephanie Macias Flores

Client Service Coordinator,

Receptionist
Anthony Markusz

Anthony Markusz

Financial Planning Specialist

Christina Miller

Christina Miller

Receptionist

Christine Nesseth

Christine Nesseth

Investment Specialist

Crystina Nguyen

Crystina Nguyen

Financial Planning Specialist

Shannon Pfutzenreuter

Shannon Pfutzenreuter

Administrative Assistant

Ruki Pitawala

Ruki Pitawala

Client Service Specialist

Reyne Putnam

Reyne Putnam

Client Service Coordinator

Veronica Reagan

Client Service Coordinator

Logan Ribeiro

Logan Ribeiro

Financial Planning Specialist

Christina Rogers

Christina Rogers

Client Service Specialist,

Executive Assistant
Erin Rottler

Erin Rottler

Client Service Specialist

Katherine Rottler

Katherine Rottler

Client Service Coordinator

Alisa Sands

Alisa Sands

Operations Specialist

Chasidy Simpson

Chasidy Simpson

Client Service Specialist,

Executive Assistant
Ysabella Taylor

Ysabella Taylor

Client Service Coordinator,

Receptionist
Stephen Webb

Stephen Webb

Investment Specialist

Cory Wright

Client Service Specialist

Ella Pickering

Ella Pickering

Intern

Connor Siebert

Connor Siebert

Intern