Kathy joined Ameriprise Financial in 1997. During this time, she led Service and Regulatory Client Communications within our corporate marketing organization as well as teams in Brokerage Service and Trading.
B.S. in Business Administration, Metropolitan State University
Industry experience since 1997
Jenny has been with Ameriprise Financial since 1993 and OwnPath Wealth Advisors since 2013. As a practice client first, she understands the value of relationship-building and service between you and your advisor.
Industry experience since 1993
Prior to joining OwnPath Wealth Advisors, Lori held roles in the financial services industry supporting the operations of fast-paced financial planning offices with Ameriprise Financial as an office manager and Raymond James as an executive assistant.
Kamanda has held several roles in the financial services industry between US Bank and Ameriprise Financial where he served as a Senior Client Service Professional in the Specialty Trading department prior to joining OwnPath Wealth Advisors as a Paraplanner.
APMA
Series 7 and 63
Life and Health Insurance License
Industry experience since 2013
Prior to joining OwnPath Wealth Advisors, Crystal gained industry experience as a Financial Planner with an independent financial planning firm affiliated with LPL Financial where she helped clients meet their financial goals through holistic planning with various products and services.
B.S in Psychology, Kennesaw State University
Series 7 and 63 licenses
Industry experience since 2017
Brady has a passion for finance and a unique combination of experience as a financial planning assistant and a small business owner. This ultimately allows him to better help clients achieve financial security through various planning strategies.
B.S. in Business Finance, University of Minnesota - Carlson School of Management
Industry experience since 2020
Lisa has been providing Ameriprise clients with service and planning support since 2019.
B.A. in Public Relations/School of Communication, University of North Dakota
Industry experience since 2016
Liam began his career with us at OwnPath Wealth Advisors. He brings a wonderful set of skills to assist with reporting and financial planning metrics.
Industry experience since 2021
Since 2000, Kelly has been dedicated to supporting families in achieving their goals, from finances to education. By setting goals and addressing needs, she understands the importance of starting financial planning early. As a client herself, she recognizes the importance of the client/advisor relationship. Kelly brings an incredible attention to detail, organization, and effective communication skills.
B.S. in Applied Psychology with a Minor in Child & Family Studies, St. Cloud State University.
Experience providing families financial and educational guidance since 2000.
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