The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Vivien Balcker

Vivien Balcker

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts Degree - Eckerd College
CA Insurance #0I18381

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Jeff Rees

Jeff Rees

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Income Strategies

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Todd Mackler

Todd Mackler

Branch Manager

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Designations

AAMS®

Top Areas of Focus

  • Family Finances
  • Business Retirement Plans
  • Retirement Plan Distribution

Education

BA Political Science Florida Atlantic University
CA Insurance #0K59259

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Tom Fread

Tom Fread

Financial Advisor

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Designations

BFA, AAMS®

Top Areas of Focus

  • Charitable Giving
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

B.S. - Professional Management - Nova Southeastern University, 1990, A.A. - Marketing Management - Broward College - 1978
CA Insurance #0M80028

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Tracey Cramer

Tracey Cramer

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning

Education

Bachelor of Arts, Psychology, University Of California, Los Angeles (UCLA)

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Our Staff

Yani Guanche

Yani Guanche

Client Service Associate

Kristina Pizzella

Kristina Pizzella

Client Service Associate