Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance

Awards & recognition

  • Kindred Wealth, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Jennifer Sexton, Forbes Best-in-State Wealth Advisors, 2024
  • Mark E Woody, Ameriprise Circle of Success Hall of Fame, 2023
  • Kindred Wealth, Ameriprise Client Experience Award, 2020

Community participation

  • Assistance League of Norman - Operation School Bell
  • Infant Crisis Services of OKC
  • Regional Food Bank of Oklahoma

Our photos

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