Meet the Team
Meet The Team
Find a Financial Advisor
- Adriane M Sasaki
- Alec Charles, MBA
- Amy Jamison
- Bob Reineke
- Brooke C Baker
- Carleen M Dunagan
- Carol Dent
- Carolyn Meyer
- Ciarra DiPiazza
- Deanna Hoyt
- Debora Dinehart
- Devon Dunagan
- Diana Ortiz
- Drew Henrickson, CFP®
- Edward C Ventham, MBA
- Harold T Boucher'
- Jake Dusek
- Jane Sobottka, ChFC®, CLU®
- Jeff Schlenker, AIF®
- Jennifer Brandt
- Jennifer Morehouse
- Jessica Ames
- John C Brunk, AIF®
- Jon Winegrad, MBA, CFC®, CRPS®
- Josh Sternberg
- Kenneth Hughie
- Kristen Dunder
- Kristin Jordan
- Kurt E Chase, CFP®, CLU®
- Kyle Stallcop
- Lauren Richter
- Merry H Dooley, CFP®, CWS®, NSSA®
- Michael Henson
- Nori Roman, CFP®, CEPA™
- Patrick Hale, CRC®
- Rhonda R Arnett, CFP®, CPA
- Rilee Johnson
- Sean Breen, CRPC®
- Shane Boehm, CWS® AIF®
- Stephen Poole, CWS®
- Tania Lompa
- Tom Godwin, AIF®
- Valerie Nolan
- Vanessa Harris
- Wendy Baldwin
- Will Moran

Adriane M Sasaki
VP, Senior Wealth Advisor, CA Insurance License #0M77592
adriane.sasaki@columbiaadvisors.com

Bob Reineke
VP, Senior Wealth Advisor, CA Insurance License #0I16931
bob.reineke@columbiaadvisors.com

Brooke C Baker
VP, Senior Wealth Advisor, CA Insurance License #0L84740
brooke.baker@columbiaadvisors.com

Debora Dinehart
VP, Wealth Protection Strategist, CA Insurance License #4192058
debora.dinehart@columbiaadvisors.com

Diana Ortiz
VP, Senior Wealth Advisor, CA Insurance License #0I88243
diana.ortiz@columbiaadvisors.com

Harold T Boucher'
VP, Senior Wealth Advisor, CA Insurance License #0I49058
harold.boucher@columbiaadvisors.com

Jane Sobottka, ChFC®, CLU®
AVP, Wealth Advisor, CA Insurance License #4204160
jane.sobottka@columbiaadvisors.com


Kenneth Hughie
VP, Senior Wealth Advisor, CA Insurance License #0L04681
kenneth.hughie@columbiaadvisors.com



Shane Boehm, CWS® AIF®
SVP, Senior Wealth Advisor, CA Insurance License #0G99551
shane.boehm@columbiaadvisors.com




Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.