Sam specializes in investment and portfolio management. He was most recently the director of wealth management for a regional credit union in eastern Idaho, servicing the investment needs of their members. He is a CFA charterholder and earned an MBA from UVU, in Utah. He also studied Economics at BYU, in Provo, Utah. He and his wife enjoy outdoor activities with their three boys, including camping and mountain biking.
CFA
Chartered Financial Analyst
MBA
Tali has been with the company for 5 years and comes from a varied history of client relations and services. She has previously been a paralegal and a notary public. Tali holds a degree in Paralegal Studies, as well as being a graduate of both pastry and culinary schools. Tali enjoys reading, traveling, cooking, and cuddling with her dog.
Michelle is our financial planning assistant for Blake Hanacek. She has a double major in Business Administration, with a focus in international business, and Accounting from Western Washington University . She has a set of twins that keep her busy outside of work as well as her two dogs: an English Bulldog, and a Bull Mastiff.
Kenna comes from a long history of Customer Relations and Sales. Starting at a young age with being a ride-along assistant for her mom’s placement agency to recently owning her own small business serving bereaved individuals & families, client relations is a priority. She graduated 2015 with a BAS in Psychology at BYU-Idaho. She loves her family & enjoys cooking & finding great places to eat. A Jill of all trades.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.