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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Women's Financial Strategies
  • Small Business
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • William Grubbs, Five Star Wealth Manager, 2024
  • Evercy Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • William Grubbs, Ameriprise Circle of Success, 2020 - 2023
  • Evercy Wealth, Ameriprise Client Experience Award, 2020-2022
  • Mike Kennedy, Ameriprise Ultimate Digital Excellence Award, 2022
  • William Grubbs, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation