“A journey of a thousand miles begins with a single step.” - Confucius

Our team is well-experienced in helping client’s transition from their prior advisor in an effort to minimize any disruption to their lives. Our team’s experience and knowledge give them the tools to help clients pursue their objectives with the goal of exceeding their expectations.


Our advisors

Tom Chandler, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Tom Chandler

CFP®, CIMA®, CPWA®, RICP®

Private Wealth Advisor

Managing Director
Learn more about Tom Chandler Visit Tom Chandler's website

Our team

Nylene Ray

Client Service Associate,

Practice Manager

Nyesha Hamilton

Operations Leader

Jill Fairchild

Client Service Associate,

Practice Manager