Our advisors

Catherine Heath

MBA, CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Catherine Heath Visit Catherine Heath's website

Russel L Phelps

MSFP, CFP®, CDFA®, APMA, AWMA℠, MPAS

Private Wealth Advisor

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


Our team

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
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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.
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Jeremy Heath

Jeremy Heath

Financial Planning Assistant

Personal Intro

Jeremy is one of those people who genuinely wonders what this has to do with the price of tea in China – he loves deep dives into just about anything economics / business related. He is married to Catherine Heath, with whom he shares his passions for fitness (bodybuilding), travel, and plenty of play.

Roles & Responsibilities

  • • Jeremy assists with onboarding new clients – guiding them through the Ameriprise forms and software systems to ensure their experience starts off on the right foot.
  • • He aids existing clients with money movements, scheduling, account updates, and with compiling the data necessary to create their comprehensive financial plan.
  • • When not helping clients directly, he supports Catherine to ensure the smooth functioning of the office.
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Samantha Williams

Samantha Williams

Client Service Coordinator

Personal Intro

I share my home with my amazing husband and our dog Bodie. I spend my free time camping, reading, and making memories with my family and friends.

Roles & Responsibilities

  • Sam primarily supports Russel here in the office and can assist with fund requests, account questions and general task you may need assistance with
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