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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Kris Highfield, Ameriprise Circle of Success Hall of Fame, 2021
  • Kris Highfield, Ameriprise Circle of Success, 1994-2020
  • Kris Highfield, Five Star Wealth Manager, 2012-2024
  • Highfield & Associates, Ameriprise Client Experience Award, 2021
  • Lisa Brown, Five-Star Wealth Manager, 2012-2024

Community participation

Indianapolis Chamber Orchestra - Lisa Brown currently serves as a board member. http://www.icomusic.org/index.htm

Motus Dance Theatre - Lisa Brown served as a past board member and treasurer. https://motusdance.com/

Sedona Community Center - Kristen Highfield served as a volunteer. http://sccsedona.org/

Honored to receive recognition

We’re thrilled to announce that our colleagues, Kristen Highfield and Lisa Brown, received a 2024 Five Star Wealth Manager award. Congratulations, Kris and Lisa!

Thank you to our clients for your continued trust and loyalty -- helping you reach your financial goals is the best part of our job!

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