Our advisors

Catherine Heath, Financial Advisor serving the Folsom, CA area - Ameriprise Advisors

Catherine Heath

CFP®, MBA, CRPC™, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Catherine Heath Visit Catherine Heath's website
Russel L Phelps, Private Wealth Advisor serving the Folsom, CA area - Ameriprise Advisors

Russel L Phelps

MSFP, CFP®, CDFA®, APMA™, AWMA℠

Private Wealth Advisor

Certified Divorce Financial Analyst
Learn more about Russel L Phelps Visit Russel L Phelps's website


Our team

Linda Risse

Linda Risse

Client Service Manager,

Operations Manager

Personal Intro

I'm happily married with three kids and two grandkids. I enjoy Crossfit, spending time with family, crocheting and walking my Boston Terrier, Toby.

Roles & Responsibilities

  • Linda provides client relationship support.
  • She assists clients with all service requests including account opening, transfers, distributions, and trades.
  • Linda schedule’s client meetings and assists clients to enroll in the secure site and total view.
View more
Iris Baucom

Iris Baucom

Financial Planning Specialist

Personal Intro

I'm happily married to my husband Terry and have two sons and a daughter-in-law. I enjoy vacationing with my family and working out at the gym.

Qualifications

  • Chartered Retirement Planning CounselorSM

Roles & Responsibilities

  • Iris is responsible for Financial Plan Development, Client Meeting Preparation, Client and Portfolio Rebalance Analysis.
  • She handles Quarterly Managed Account Investment Data Gathering for Advisor Review, Year End Capital Gain/Loss Analysis
View more
Melissa Castillo

Melissa Castillo

Client Service Specialist

Personal Intro

My husband and I have two adorable children who keep us busy. I enjoy taking family adventures, baking, art, and music.

Roles & Responsibilities

  • Melissa handles our Social Media Platforms, Websites, Client Events, Community Engagement, Seminars, and Webinars.
  • She is usually the first voice you hear on the other end when calling the office, and also assists with client relationship support.
View more
Brady Brandt

Brady Brandt

Financial Planning Specialist

Personal Intro

I'm an exercise enthusiast, I love to play volleyball and pickleball. I like to stay active in my community; I enjoy dedicating my time to volunteer and support the youth at my church. I grew up in the North Bay, and I happy to call Sacramento my new home.

Qualifications

Roles & Responsibilities

  • Brady assists the Advisors by providing support with data analysis, preparing reports, and conducting research.
  • He helps with client communication and managing other administrative tasks.
  • Overall, his role involves ensuring the advisors have the information and support they need to provide excellent service to our clients
View more