With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Katie Jo Swasey, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Katie Jo Swasey

APMA

Financial Advisor

Associate Vice President
Learn more about Katie Jo Swasey Visit Katie Jo Swasey's website
Jason Townsend Lambert, Private Wealth Advisor serving the Vancouver, WA area - Ameriprise Advisors

Jason Townsend Lambert

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Jason Townsend Lambert Visit Jason Townsend Lambert's website
Dustin Guy Martin, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Dustin Guy Martin

APMA

Financial Advisor

Vice President
Learn more about Dustin Guy Martin Visit Dustin Guy Martin's website
David Robert Topper, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

David Robert Topper

APMA

Financial Advisor

Vice President
Learn more about David Robert Topper Visit David Robert Topper's website


Our team

Ashley Claus

Ashley Claus

Client Service Associate

Clarissa Laub

Clarissa Laub

Client Service Associate

Crystal Giles

Crystal Giles

Client Service Associate