Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies

Awards & recognition

  • Plank, Auerbach & Associates, Ameriprise Client Experience Award, 2020-2024
  • Jason Plank, Ameriprise Ultimate Digital Excellence Award, 2021-2024
  • Jason Plank, Forbes Best-in-State Wealth Advisors, 2021-2025
  • Jason Plank, Five Star Wealth Manager, 2012-2025
  • Jason Plank, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Jason Plank, Ameriprise Circle of Success, 2007,2012, 2018-2024
  • Meghan Villanueva, Ameriprise Chairman's Award and Outstanding Leader Award, 2019
  • Jordan Saari, Ameriprise Chairman's Award, 2019
  • Jordan Saari, Ameriprise Circle of Success, 2018
  • Jason Plank, Forbes Top Next-Generation Wealth Advisors, 2018

Honored to receive recognition

Our team is committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Jason Plank on their 2024 Best-in-State Wealth Advisors list. We are honored and thank our hard-working team and our loyal clients for making this recognition possible. We look forward to continuing our work together!

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