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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

Awards & recognition

  • Montandon & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Montandon & Associates, Ameriprise Client Experience Award, 2022-2023