Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Lisa Jendro and her husband Paul live in Buffalo, MN. Outside of her work here and being the mom of three wonderful children, she enjoys photography, horses, and spending time at her cabin.
Lisa started with Ameriprise Financial in 1999 as a Financial Assistant. She is now the Operations Director and Practice Manager for Consilium Wealth Group.
Cody, his wife Amy, and their two children live in Minneapolis, MN. Cody enjoys weightlifting, gardening and taking care of their family chickens.
Nicholas moved from Newark, NJ and now lives in Richfield, MN. He played soccer for Saint John's University, continues to play in the Minnesota Amateur Soccer League (MASL) and coaches U11 - U14 soccer in Minnetonka.
Nicholas has been with Consilium Wealth Group since 2023. He earned his degree in Accounting and Finance from Saint John's University. He holds his Series 6 and 63.
Kelly and Brent live in Otsego, MN. Her two sons and daughter are now all grown. Outside of work she enjoys running, playing the piano and traveling.
Kelly has been with Consilium Wealth Group since 2013. She earned a degree in finance from St. Thomas. and worked as a Sr. Financial Analyst at Wells Fargo for 5 years.
Jen lives in Savage, MN. When she isn't spending time with her three children she enjoys being outside, watching football and baseball, golfing, traveling and listening to live music.
Jen has been with Consilium Wealth Group since 2018. She earned her degree in Office Systems Management with a minor in Business Administration from Mankato State University.
Mary lives in Golden Valley, MN. Some of her passions outside of work include: yoga, hiking, gardening, reading and spending time with family and friends.
Katie and her husband Patrick live in Bloomington with their daughter Natalie.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.