With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Bill Terrill, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Bill Terrill

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Terrill Visit Bill Terrill's website
William Fussell, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

William Fussell

CRPC, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about William Fussell Visit William Fussell's website
Kayla Van Horn, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Kayla Van Horn

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kayla Van Horn Visit Kayla Van Horn's website

Our team

David Rademacher, MBA

David Rademacher, MBA

Operations Director,

Chief Operating Officer
Erikka Rynex

Erikka Rynex

Client Relationship Manager,

Operations Manager

Roles & Responsibilities

  • Practice Operations and Office Manager
  • Marketing
  • Day to day support for the advisors
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Allison Kizzee

Allison Kizzee

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Series 7TO - General Securities Representative
  • SIE - Securities Industry Essentials

Roles & Responsibilities

  • Financial Planning Support
  • Account and Trade Information
  • Money Movement
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Cynthia Artificio

Cynthia Artificio

Financial Planning Specialist

Roles & Responsibilities

  • Financial Analysis and Preparation
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Mitchell Hurley

Mitchell Hurley

Paraplanner

Qualifications

  • Series 7TO - General Securities Representative
  • SIE - Securities Industry Essentials
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Stephanie Villa

Stephanie Villa

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
  • Day to day support for the advisors
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