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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, we will help you prioritize what's important today, while planning for a more confident financial future. We’re proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? We’re happy to meet for a complimentary initial consultation.

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Honored to be recognized in Forbes

I’m excited to share that Vantage Point Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.