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®

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

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®, APMA®

Associate Financial Advisor

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

Our team

Jill Reamer

Jill Reamer

Operations Director

Taylor Johnson

Taylor Johnson

Investment Specialist

Enzo Jerez

Enzo Jerez

Assistant

Edna LaZelle

Edna LaZelle

Paraplanner

Rose Baker

Rose Baker

Administrative Assistant

Emma Schmidt

Emma Schmidt

Marketing Specialist