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
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Family Finances
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning

Awards & recognition

  • Legacy Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Legacy Private Wealth Advisors helping Clearfield City paint on Ameriprise National Day of Service.
Legacy Private Wealth Advisors helping Clearfield City paint on Ameriprise National Day of Service.

Ameriprise Financial Helps Strengthen Communities Through Donations and Volunteerism

The company, along with its employees and advisors, donated $17.5 million and volunteered close to 100,000 hours in 2019

As a Leader in financial planning, the firm focuses on philanthropic causes that strengthen communities and help individuals achieve economic stability. Every year Legacy Private Wealth Advisors take pride in donating to local and national charities in need. We have a firm belief in doing our part to help better and beautify this great world that we live in.

Our photos

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