Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Small Business
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Barbara Vargas, Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • CVA Financial Group, Ameriprise Client Experience Award, 2021-2023
  • Barbara Vargas, Ameriprise Ultimate Digital Excellence Award, 2023
  • Barbara Vargas, Ameriprise Chairman's Award, 2020