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

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

CRPC, 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

CFP®, 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

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Kawase Visit Michael Kawase's website
Neal Littlejohn, Private Wealth Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Neal Littlejohn

Private Wealth Advisor

Franchise Owner
Learn more about Neal Littlejohn Visit Neal Littlejohn'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

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #4201371
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Aprile Poag, CRPC®

Aprile Poag, CRPC®

Paraplanner,

Financial Planning Specialist

Qualifications

  • CRPC®
  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
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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
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Simran Saini

Simran Saini

Client Service Specialist

Snigdha Goel

Snigdha Goel

Client Service Specialist

Chase Johnson

Administrative Assistant