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 Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning

Awards & recognition

  • Harbor Light Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Harbor Light Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Harbor Light Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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