January/February 2022

Your personal financial goals
deserve a personal approach.
Putting the needs of my clients first is the approach I believe in. I’ll work with you to find the
right financial solutions to help you plan for your unique goals. And together, we’ll track your
progress over time, adjusting your plan along the way to help get you where you want to go.
Sten Carlson, CFP®, MBA,
BFA , CRPC®, CLTC®
Private Wealth Advisor
Jorge Martinez, MBA
Financial Advisor
Tiffany Chona-Giessinger,
CRPC®
Financial Advisor
Daniel Rilling, CRPC®
Financial Advisor
Mark Greaney, JD
Financial Advisor
Ron Scheller, CFP®,
RICP®, ChFC®, APMA®
Financial Advisor
PacWest Wealth Partners
A private wealth advisory
practice of Ameriprise
Financial Services, LLC
541.757.3000
2396 NW Kings Blvd
Corvallis, OR 97330
PacWestWealthPartners@ampf.com
www.PacWestWealthPartners.Com
Not Federally Insured | No Financial Institution Guarantee | May Lose Value
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with
plaque design) in the U.S.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
© 2021 Ameriprise Financial, Inc. All rights reserved. (10/21)