What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Our advisors

Ryan R Callaway

Ryan R Callaway

CFP®

Private Wealth Advisor

Chief Executive Officer of North Harbor Wealth Management
Learn more about Ryan R Callaway Visit Ryan R Callaway's website
Andrew Cooper

Andrew Cooper

CFP®

Financial Advisor

Senior Vice President of North Harbor Wealth Management
Learn more about Andrew Cooper Visit Andrew Cooper's website
Austin Yago

Austin Yago

Financial Advisor

Chief Operating Officer of North Harbor Wealth Management
Learn more about Austin Yago Visit Austin Yago's website
Darcy Smith

Darcy Smith

Financial Advisor

Learn more about Darcy Smith Visit Darcy Smith's website
Elizabeth Palmer

Elizabeth Palmer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Elizabeth Palmer Visit Elizabeth Palmer's website
Gena Moxey

Gena Moxey

CFP®, RICP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gena Moxey Visit Gena Moxey's website
Gregory Baker

Gregory Baker

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory Baker Visit Gregory Baker's website
Michael Joseph Doyle

Michael Joseph Doyle

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Joseph Doyle Visit Michael Joseph Doyle's website
Mindy Cespedes

Mindy Cespedes

Financial Advisor

Learn more about Mindy Cespedes Visit Mindy Cespedes's website

Our team

Richard Gross

Richard Gross

Business Development Director

Lisa Day

Lisa Day

Operations Specialist,

Client Service Manager
Jennifer Kakalecik

Jennifer Kakalecik

Client Relationship Manager

Rose Yago

Rose Yago

Marketing Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Dawn Sellner

Dawn Sellner

Client Service Coordinator

Nolberto Chavez

Nolberto Chavez

Executive Assistant,

Client Service Manager