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

Heather C Leach, Private Wealth Advisor serving the Seattle, WA area - Ameriprise Advisors

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heather C Leach Visit Heather C Leach's website
Victoria M Best, Financial Advisor serving the Seattle, WA area - Ameriprise Advisors

Victoria M Best

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Victoria M Best Visit Victoria M Best's website

Our team

Charmaine Porter

Charmaine Porter

Executive Assistant

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Jorge Bustamante

Jorge Bustamante

Paraplanner

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance & Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Management
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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Janelle R. McNamee

Administrative Assistant

Taylor Bohot

Client Service Specialist

Katie Leszczynski

Paraplanner

Lori Yu

Operations Manager