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.



Our advisors



Our team

Georgia Smith

Georgia Smith

Practice Manager,

Financial Planning Assistant

Qualifications

  • 29 years experience with Ameriprise Financial LLC.

Roles & Responsibilities

  • Office management, Training Facilitator and HR/Payroll administration.
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Latoya Hopkins

Latoya Hopkins

Client Service Specialist

Roles & Responsibilities

  • Latoya is that great person you talk to when you need to schedule an appointment with Steve or Jeremy! She is also responsible handling day to day client needs and appointment preparation.
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