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



Our advisors

Bryan Sanson

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Bryan Sanson Visit Bryan Sanson's website


Our team

Briann Clark

Briann Clark

Operations Manager

Qualifications

  • Joined Ameriprise January 2015
  • BA in Business, University of Phoenix

Roles & Responsibilities

  • Operations
  • Client Service Specialist
  • Appointment and paperwork preparation and processing
  • Estate Settlement
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Kari Francisco

Kari Francisco

Paraplanner,

Investment Specialist

Qualifications

  • Series 7, 66
  • Joined current Ameriprise office in 2011
  • Prior industry experience since 1987 (IDS, AEFA, Securities America and Ameriprise Financial)
  • BA Pennsylvania State University

Roles & Responsibilities

  • Investment Specialist - Research and Trading
  • Client Service Specialist
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