Our advisors

Anthony Perez, Private Wealth Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Anthony Perez

MBA, CFP®, CDFA®, AIF®, AAMS®, CRPC®

Private Wealth Advisor

Managing Director of Orchard Financial Group
Learn more about Anthony Perez Visit Anthony Perez's website
Audrey Schmedes, Financial Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Audrey Schmedes

MBA, CFP®

Financial Advisor

Learn more about Audrey Schmedes Visit Audrey Schmedes's website
Eric Smutko, Financial Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Eric Smutko

APMA®

Financial Advisor

Learn more about Eric Smutko Visit Eric Smutko's website
Kristie Liuag, Associate Financial Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Kristie Liuag

APMA®

Associate Financial Advisor

Operations Director
Learn more about Kristie Liuag Visit Kristie Liuag's website
Michael Kawase, Financial Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Michael Kawase

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Kawase Visit Michael Kawase's website
Philip Decallejon, Financial Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Philip Decallejon

CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Philip Decallejon Visit Philip Decallejon's website

Our team

Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
Aprile Poag, CRPC<sup>®</sup>

Aprile Poag, CRPC®

Paraplanner,

Financial Planning Specialist

Personal Intro

  • FINRA Series 7 and 66
  • CA Insurance License #0M63131

Qualifications

  • CRPC®
View more
Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist
Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A., Mass Communication, specialization in Public Relations
  • CA Insurance License #0K56283
View more