Our advisors

Mark Seivert, Private Wealth Advisor serving the Merced, CA area - Ameriprise Advisors

Mark Seivert

CFP®, MS

Private Wealth Advisor

Franchise Owner
Learn more about Mark Seivert Visit Mark Seivert's website
Dora Steeley, Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Dora Steeley

CRPC®

Financial Advisor

Learn more about Dora Steeley Visit Dora Steeley's website
Eric Gieling, Associate Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Eric Gieling

APMA®

Associate Financial Advisor

Learn more about Eric Gieling Visit Eric Gieling's website
Sally A Souza, Financial Advisor serving the Merced, CA area - Ameriprise Advisors

Sally A Souza

CRPC®

Financial Advisor

Learn more about Sally A Souza Visit Sally A Souza's website

Our team

Nai Saelee

Nai Saelee

Office Manager

Personal Intro

  • Pre- and Post-Client Meeting follow up actions.
  • Marketing and Community Outreach
  • Notary Public

Qualifications

  • B.S. Business Administration
  • Joined Seivert & Associates 2014
  • Joined Ameriprise Franchise Team 2007

Roles & Responsibilities

  • Human Resources
  • Marketing and community outreach support
  • Notary Public
View more
Drake Perales

Drake Perales

Administrative Assistant

Qualifications

  • Joined Seivert & Associates

Roles & Responsibilities

  • Notary Public
View more

Sandy Xiong

Financial Planning Assistant

Qualifications

  • B.A. Economics
  • Joined Seivert & Associates 2019

Roles & Responsibilities

  • Notary Public
  • Pre- and Post-Client meeting following up actions
  • Financial Planning
View more