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.


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Advisors

Terry Dworaczyk, Private Wealth Advisor serving the Santa Maria, CA area - Ameriprise Advisors

Terry Dworaczyk

MS, CFP®, CKA®

Private Wealth Advisor

Franchise Owner
Visit Terry Dworaczyk's website
Megan Duarte, Financial Advisor serving the Santa Maria, CA area - Ameriprise Advisors

Megan Duarte

MSFP, CFP®

Financial Advisor

Operations Director
Visit Megan Duarte's website
Aaron Hendry, Financial Advisor serving the Santa Maria, CA area - Ameriprise Advisors

Aaron Hendry

MBA

Financial Advisor

Visit Aaron Hendry's website

Team

Daniel Villalpando-Herrera

Daniel Villalpando-Herrera

Client Service Coordinator

Qualifications

  • Notary Public
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Kristen Bates

Kristen Bates

Marketing Specialist