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

Sten Carlson, Private Wealth Advisor serving the Corvallis, OR area - Ameriprise Advisors

Sten Carlson

MBA, CFP®, BFA, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Sten Carlson Visit Sten Carlson's website
Jorge Martinez, Financial Advisor serving the Corvallis, OR area - Ameriprise Advisors

Jorge Martinez

MBA, BFA

Financial Advisor

Learn more about Jorge Martinez Visit Jorge Martinez's website
Ronnie Scheller, Financial Advisor serving the Corvallis, OR area - Ameriprise Advisors

Ronnie Scheller

CFP®, RICP®, ChFC®, APMA

Financial Advisor

Learn more about Ronnie Scheller Visit Ronnie Scheller's website
Daniel Rilling, Financial Advisor serving the Corvallis, OR area - Ameriprise Advisors

Daniel Rilling

CRPC

Financial Advisor

Learn more about Daniel Rilling Visit Daniel Rilling's website


Our team

Ashley Maughan

Ashley Maughan

Client Service Manager

Sharon Buckley

Sharon Buckley

Client Service Specialist

Johana (Jo) Garay

Johana (Jo) Garay

Client Service Specialist

Dana Marlow

Dana Marlow

Client Service Specialist

Kc Ulery

Kc Ulery

Financial Planning Specialist

Keith Bierwirth

Keith Bierwirth

Operations Director,

Chief Operating Officer of