Financial Advisors

The Savvy Life works with Financial Advisors offering everyday financial education and cash flow planning for their clients. The following is a directory of advisors who currently work with The Savvy Life.


Thomas W. Drouin, CFP®

Ameriprise Financial
818 Stewart Street,Suite 1220
Seattle, WA 98101
(206) 926-5344
thomas.w.drouin@ampf.com
www.ameripriseadvisors.com/thomas.w.drouin/

Thomas Drouin’s areas of focus are Women’s Financial Strategies, Retirement and Estate Planning Strategies.


Sean Fair, CRPC®, AAMS®, Partner, Private Wealth Advisor

Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621
seanfair@waymarkwealth.com

Waymark Wealth Management is a Values Driven Company. Our team’s core values are: Integrity, Helping Others, Excellence, Innovation, Loyalty.


Emilie Goldman, CFP®

Tamarind Financial Planning
951 Mariner’s Island Boulevard
Suite 300
San Mateo, CA 94404
(650) 378-1488
emilie@tamarindfinancial.com
tamarindfinancial.com

Tamarind Financial Planning focuses on helping busy parents make money matters easier and helping them achieve financial serenity with a personal financial plan and customized investment management.


Bob Jamieson

Ameriprise Financial
818 Stewart Street, Suite 1220
Seattle, WA 98101
(206) 281-7250
robert.jamieson@ampf.com
www.ameripriseadvisors.com/robert.jamieson/profile/

Bob Jamieson’s areas of focus are Retirement Planning Strategies, Investments, Wealth Preservation Strategies and Retirement Plan Distribution.


Margaret A. Kulyk, CRPC®

Maggie Kulyk and Associates
A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
2786 N. Decatur Road, Suite 260
Decatur, GA 30033
(404) 294-8280
margaret.a.kulyk@ampf.com
www.ameripriseadvisors.com/margaret.a.kulyk


Steve McCarthy, CPA, CFP

McCarthy Asset Management, Inc.
3 Lagoon Drive
Suite 155
Redwood Shores, CA 94065
(650) 610-9540
Steve@mamportfolios.com
www.mamportfolios.com

McCarthy Asset Management, Inc. is a full service, CPA-based investment advisory firm providing portfolio management and financial planning services.


Timothy B. Rohlfing, CFP®

Rohlfing & Associates, An Ameriprise Platinum Financial Services® practice
Ameriprise Financial Services, Inc.
1710 Jet Stream Drive, Suite 205
Colorado Springs, CO 80921
(719) 599-7431
timothy.b.rohlfing@ampf.com
www.ameripriseadvisors.com/timothy.b.rohlfing/profile/

Timothy Rohlfing’s areas of focus are Charitable Giving, Saving for Education, Tax Planning Strategies, Investments, Retirement Planning Strategies, Retirement Income Strategies and Estate Planning Strategies.


Greg Rupert, CFP®

Ameriprise Financial
818 Stewart Street, Suite 1220
Seattle, WA 98101
(206) 528-2613
greg.rupert@ampf.com
www.ameripriseadvisors.com/gregory.rupert/profile/

Greg Rupert’s areas of focus are Retirement Income Strategies, Investments, Education Planning, Retirement Planning Strategies, Retirement Plan Distribution and Saving for Education.


Michael Scott, CRPC®, Managing Partner, Private Wealth Advisor

Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621
michaelscott@waymarkwealth.com

Waymark Wealth Management is a Values Driven Company. Our team’s core values are: Integrity, Helping Others, Excellence, Innovation, Loyalty.


Brendan D. Sheehan, MSFP, CFP®, Partner, Private Wealth Advisor

Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621
brendansheehan@waymarkwealth.com

Waymark Wealth Management is a Values Driven Company. Our team’s core values are:Integrity, Helping Others, Excellence, Innovation, Loyalty.


Greg Ward, CRPC®

Ameriprise Financial
1512 Coleman Road, Suite 301
Knoxville, TN 37909-2828
(865) 588-0555
gregory.a.ward@ampf.com
www.ameripriseadvisors.com/gregory.a.ward/

Greg Ward’s areas of focus include Retirement Planning Strategies, Women’s Financial Strategies and Estate Planning Strategies.