Our advisors

Kimberly St Pierre, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Kimberly St Pierre

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kimberly St Pierre Visit Kimberly St Pierre's website
Ivelis V Mulhern, Financial Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Ivelis V Mulhern

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ivelis V Mulhern Visit Ivelis V Mulhern's website
Christen Martin, Financial Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Christen Martin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christen Martin Visit Christen Martin's website

Our team

Jim Brignall

Jim Brignall

Paraplanner,

Chief Operating Officer

Qualifications

  • Bachelor of Science in Finance, Minnesota State University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 24 - General Securities Principal Examination
  • FINRA Series 9 - General Securities Sales Supervisor - Options Module Examination
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Ashley Nickl

Ashley Nickl

Paraplanner

Qualifications

  • Bachelor of Science in Business Finance, Minor in Mathematics, Ramapo College
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • General Lines - Life, Accident, and Health - Pennsylvania
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Barbara Spitzlei

Barbara Spitzlei

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor of Science in Business Administration, Susquehanna University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 55 - Equity Trader Examination
  • General Lines - Life, Accident, and Health - Pennsylvania
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Kelli Simples

Kelli Simples

Client Service Coordinator

Qualifications

  • Master of Science in Consumer Science, Purdue University West Lafayette
  • Bachelor of Arts in Merchandising Management, Michigan State University East Lansing
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Danielle Cuthbertson

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Finance, Coastal Carolina University
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John O'Brien

John O'Brien

Paraplanner

Beth Lovell

Beth Lovell

Client Service Coordinator

Kristen Cordner

Paraplanner

Qualifications

  • Bachelor of Arts in Communication, Pennsylvania State University
  • Financial Paraplanner Qualified Professional℠ - FPQP®
  • FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
  • FINRA Series 63 – Uniform Securities Agent State Law Exam
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