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

  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Awards & recognition

  • Eric Tolbert, Five Star Wealth Manager, 2014-2024

Community participation

Eric Tolbert, The Warehouse District, Member, Board of Director

Eric Tolbert, Downtown Cleveland Inc., Treasurer, Board of Directors

401(k) Retirement Plan

We assist business owners in choosing a 401(k) plan that meets your needs:

Ameriprise offers a personal experience. We start by providing information about various plans so you can fulfill your duty to choose a plan that’s right for your company. We can work with you to perform periodic due diligence providing benchmarking as necessary for your plan. We can work with you on the development of an investment policy statement (IPS) and offer a selection of investments and review of plan investments based on the IPS. We can also provide educational programs on a variety of financial topics to help your employees make informed financial decisions.


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