MISSION STATEMENT
Liz has been with Ameriprise since 2010 and joined our team in 2014. She appreciates the opportunity to work with clients on a personal level and provide them dedicated service and support. Liz enjoys spending time with family, friends, and her Pomeranian, Ozzy. Her hobbies include exercising, cooking, gardening, and decorating.
Chase joined our team in December 2020. He brings years of experience providing high-end customer service in the hospitality industry that translates very well with our team. Chase enjoys several outdoor adventures along with spending time with friends and family.
Kellie joined our team in May 2021. She comes to us with an Administrative Assistant and customer service background. She continues to provide exceptional service to our clients. Kellie enjoys spending time with her husband, Tim, and son, Noah, as well as her family. In her spare time, Kellie likes to workout, watch movies and explore new places.
Emma joined our team in August 2021. She has several years of experience in customer service and spent 2010-2014 working at the Ameriprise Home Office. She really enjoys working with the advisors in a support role. She and her husband, Mark, love to cook, do DIY projects and go hiking with their rescue dog, Bergie.
TJ joined our team in May 2022. He has several years of experience in the banking industry as a High Net Worth credit analyst and more recently as a research analyst. He obtained his CFA designation in August 2019. TJ enjoys spending time with family, following capital markets activity, musky fishing, playing basketball and being outdoors.
Education: St. Cloud State University - BS, Finance & Economics
Chartered Financial Analyst ®
Taylor joined our team in February 2023 as a recent college graduate. We welcome her perspective and her shared commitment of our team to provide an exceptional client service experience. In her free time, she enjoys reading, thrifting home decor, and painting.
Education: University of Minnesota Duluth – BA, Communication & English
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.
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.