Confident Life Wealth Management Team Profile

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.

Get started

Tax Planning Strategies
Wealth Preservation Strategies
Social Security Retirement Benefits
Retirement Plan Distribution
Intergenerational Planning
Charitable Giving
Women's Financial Strategies

Will Rogers, Ameriprise Circle of Success Diamond Ring, 2015
Will Rogers, Ameriprise Circle of Success, 2007, 2009, 2011, 2013, 2015, 2020, 2021, 2022
Confident Life Wealth Management, Ameriprise Client Experience Award, 2023

Team members and clients help sort donated food items at the Columbia County Cares Food Pantry.

At Columbia County Cares, we work to feed the hungry and invite our clients to join us on our National Day of Service.

We partner with Homes For Our Troops, who build and donate specially adapted custom homes nationwide for severely injured post-9/11 Veterans, to enable them to rebuild their lives.