Our advisors

KC Smith, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

KC Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about KC Smith Visit KC Smith's website
Alahna Miranda, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Alahna Miranda

BFA, APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Alahna Miranda Visit Alahna Miranda's website
Bob Smith, Private Wealth Advisor serving the Edmonds, WA area - Ameriprise Advisors

Bob Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Smith Visit Bob Smith's website

Our team

April Whiteman

April Whiteman

Administrative Assistant

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Reception
  • Client Meeting Preparation
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Austin Rockafield

Austin Rockafield

Client Service Coordinator

Qualifications

  • B.A in Accounting and Finance from Washington State University
  • Life & Disability Insurance

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Xavier Vazquez

Xavier Vazquez

Client Service Coordinator

Qualifications

  • B.S. Business Administration from the University of Utah

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Alyssa Konishi

Alyssa Konishi

Client Service Manager,

Operations Manager

Qualifications

  • B.A in Sociology from University of Hawaii at Manoa
  • Series 7, Series 66, Life & Disability Insurance

Roles & Responsibilities

  • Client Service Support
  • Practice Management
  • Licensed Assistant
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