With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Christine has been with our practice since September 2004. She enjoys spending time with her husband, 2 children and 4 grandchildren. Christine also spends her time helping with the local youth recreational soccer league and the youth programs at her Church.
A.S. in Accounting and Business Management from Michiana College of Commerce
Kelly has been with our practice since October 2019. She enjoys spending time with her husband and daughter and is always down for a card or board game night. She loves living in the Michiana area and experiencing the four seasons through out the year from visiting the local beaches in the summer, viewing the changing fall colors, or sledding in the winter.
B.S. in Tourism, Convention, Event Management from Indiana University Purdue University Indianapolis (IUPUI)
A.S. in Hospitality Management from Lake Michigan College
Lee has been with our practice since November 2004. He enjoys taking walks with his wife regularly and working in the garden. He and his wife enjoy cooking together and trying out new recipes. A special joy is that Lee and his wife get to volunteer their time in the community doing Bible education work.
A.S. in CIS- Computer Programming from Southwestern Michigan College
Natasha has been with our practice since May 2018. She enjoys hiking with her 3 Australian Shepherds, crafting, and cooking. Natasha volunteers her time to multiple organizations in the community such as; the Edwardsburg Snowmobile Club and the VFW Post #2284.
B.S. in Business with a concentration in Marketing from Indiana University
B.S. in Business with a concentration in Advertising from Indiana University
A.S. in General Studies from Kalamazoo Valley Community College
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.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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.