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

James Spach, Private Wealth Advisor serving the Calabasas, CA area - Ameriprise Advisors

James Spach

MBA, CFP®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Spach Visit James Spach's website
Charissa Spach, Private Wealth Advisor serving the Calabasas, CA area - Ameriprise Advisors

Charissa Spach

MBA, CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charissa Spach Visit Charissa Spach's website
Andrew Miller, Associate Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Andrew Miller

MBA, CFP®, APMA

Associate Financial Advisor

Learn more about Andrew Miller Visit Andrew Miller's website
Christa Redman, Associate Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Christa Redman

Associate Financial Advisor

Learn more about Christa Redman Visit Christa Redman's website
Heghine Kirakosyan, Associate Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Heghine Kirakosyan

MBA, CFP®

Associate Financial Advisor

Learn more about Heghine Kirakosyan Visit Heghine Kirakosyan's website
Mark Stickney, Associate Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Mark Stickney

CFP®, BFA, APMA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Stickney Visit Mark Stickney's website


Our team

Rita El Hage

Rita El Hage

Practice Manager

Linda Arriola

Linda Arriola

Operations Specialist,

Marketing Specialist

Qualifications

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Taylor Johnson

Taylor Johnson

Investment Specialist,

Certified Investment Management Analyst®
Rose Baker

Rose Baker

Administrative Assistant

Kimberly Johnson

Kimberly Johnson

Client Service Manager

Nancy Clayton

Nancy Clayton

Client Service Manager

Jared Oyola

Jared Oyola

Financial Planning Assistant