Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving

Awards & recognition

  • Compass Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Steven Ballard, Forbes Best-in-State Wealth Advisors, 2018, 2022-2024
  • Compass Wealth Partners, Ameriprise Client Experience Award, 2020-2021, 2023
  • Steven Ballard, Ameriprise Circle of Success, 2006-2008, 2011-2023
  • Steven Ballard, Ameriprise Circle of Success Diamond Ring, 2020

Community participation

Our volunteer crew at The Gospel Mission in June 2022
Our volunteer crew at The Gospel Mission in June 2022
  • Ameriprise Financial National Day of Service: In 2022, Since 2010, the Ameriprise National Day of Service has brought advisors, clients and employees together to help end hunger in our communities. Did you know that hunger exists in every county in every state in the United States? In fact, according to the USDA, more than 38 million people, including 12 million children, in the U.S. struggle with hunger.

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