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

Brent Trentham, Private Wealth Advisor serving the Alcoa, TN area - Ameriprise Advisors

Brent Trentham

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent Trentham Visit Brent Trentham's website
Conrad Santiago, Private Wealth Advisor serving the Alcoa, TN area - Ameriprise Advisors

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Learn more about Conrad Santiago Visit Conrad Santiago's website
Jonathan Baety, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Jonathan Baety

CFP®, APMA, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jonathan Baety Visit Jonathan Baety's website
Susan Taylor Bryant, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Susan Taylor Bryant

MBA

Financial Advisor

Learn more about Susan Taylor Bryant Visit Susan Taylor Bryant's website
Janet Burke, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Janet Burke

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Janet Burke Visit Janet Burke's website
Jose Delgado, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Jose Delgado

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jose Delgado Visit Jose Delgado's website
Michael Jenkins, Private Wealth Advisor serving the Alcoa, TN area - Ameriprise Advisors

Michael Jenkins

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Jenkins Visit Michael Jenkins's website
Robert Maiocco, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Robert Maiocco

MBA, CRPC, APMA

Financial Advisor

Learn more about Robert Maiocco Visit Robert Maiocco's website
Anna White, Private Wealth Advisor serving the Alcoa, TN area - Ameriprise Advisors

Anna White

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Anna White Visit Anna White's website
Amanda Cook Webb, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Amanda Cook Webb

CRPC

Financial Advisor

Learn more about Amanda Cook Webb Visit Amanda Cook Webb's website
Joseph Segreto, Associate Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Joseph Segreto

APMA

Associate Financial Advisor

Learn more about Joseph Segreto Visit Joseph Segreto's website
Lisette Vizcarrondo, Financial Advisor serving the Alcoa, TN area - Ameriprise Advisors

Lisette Vizcarrondo

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lisette Vizcarrondo Visit Lisette Vizcarrondo's website

Roberto Yudice

Associate Financial Advisor

Learn more about Roberto Yudice Visit Roberto Yudice's website

Our team

Trenta Swann

Trenta Swann

Operations Director,

Chief Operating Officer

Qualifications

  • 40+ years in the financial services industry
  • Human Capital & Human Resources
  • Compliance
  • Community Relations

Roles & Responsibilities

  • Team Member Development
  • Client Service Management
  • Business Processing
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Victoria Castaneda

Victoria Castaneda

Operations Specialist,

Human Resource Manager

Qualifications

  • FINRA Series 7 & Series 63 Licenses
  • 18+ years in the financial services industry
  • Operations Strategy
  • Human Capital & Human Resources
  • Compliance
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Nicole Santiago

Nicole Santiago

Business Development Manager

Qualifications

  • Bachelor in Business Administration, 2014, Endicott College, Boston, MA
  • MBA in Finance, 2016, Endicott College, Boston, MA

Roles & Responsibilities

  • Advisor Development
  • Marketing Strategy
  • Marketing Budget
  • Money Management Systems
  • Financial Planning Initiatives
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Aida E. Rodriguez

Aida E. Rodriguez

Business Development Specialist

Qualifications

  • B.A. Business Administration, 2011, Ana G. Mendez University, Orlando, FL

Roles & Responsibilities

  • Maintain Client Relations
  • New Business Opportunities
  • Reports & Database Management
  • Marketing & Client Relations
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Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Analysis
  • Financial Planning Coordination
  • Data Gathering
  • Client Service
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Paola A. Goodrich

Paola A. Goodrich

Financial Planning Specialist

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Coordination
  • Financial Planning Analysis
  • Client Service
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Derek Santiago

Derek Santiago

Financial Planning Assistant

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Analysis
  • Financial Planning Coordination
  • Client Service
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Anna Hadlock

Anna Hadlock

Financial Planning Specialist

Qualifications

  • BS in Family Finance, 2020, Utah State University

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Coordination
  • Financial Planning Analysis
  • Client Service
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Christian Corral, CRPC<sup>®</sup>, BFA™

Christian Corral, CRPC®, BFA™

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities
  • M.S. in Economic Developement
  • B.S. in Business Management

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
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Jennifer Emely, CRPC<sup>®</sup>

Jennifer Emely, CRPC®

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Florida Health, Life, and Variable Annuities
  • B.S.B.A., 2008, Economics, University of Central Florida, Orlando, FL

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
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Roberto A. Yudice

Roberto A. Yudice

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7
  • MBA in Finance
  • Esade University - Barcelona, Spain 2014

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
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Miguel Riveros, CRPC<sup>®</sup>

Miguel Riveros, CRPC®

Client Relationship Manager,

Paraplanner

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor®
  • FINRA Series 7
  • FINRA Series 66
  • Florida 2-15 Life, Health and Variable Annuities license
  • BSBA Finance degree - UCF University of Central Florida

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Julie Wagner

Julie Wagner

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
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Kerri Espinosa

Kerri Espinosa

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
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Tahira Kassamally

Tahira Kassamally

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business processing
  • Business administration
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Millie Morales

Millie Morales

Client Service Specialist

Qualifications

  • A.S. in Business Administration, Eugenio Maria de Hostos Community College, City University of New York

Roles & Responsibilities

  • Prepare for client review sessions
  • Supports client-based communications
  • Maintain client service system
  • Business processing
  • Business administration
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Melanie Vallejo

Melanie Vallejo

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Danyelle Hammonds

Danyelle Hammonds

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business processing
  • Business administration
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Rhonda Hickson

Rhonda Hickson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Darlene Santiago

Darlene Santiago

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Juana Lazaro

Juana Lazaro

Financial Planning Specialist

Roles & Responsibilities

  • Marketing
  • Event Planning
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Mayra Martinez

Mayra Martinez

Client Service Specialist

Andrea Rodriguez

Andrea Rodriguez

Marketing Specialist

Caren D. Boatman

Caren D. Boatman

Client Relationship Manager,

Paraplanner
Kathleen Pena-Schurr

Kathleen Pena-Schurr

Client Relationship Manager,

Paraplanner
Aixanette Figueroa

Aixanette Figueroa

Administrative Assistant

Robert Koch

Robert Koch

Insurance Specialist