Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Courtney has been part of the Riverstone practice since 2012, and with Ameriprise Financial since 2006. She has worked alongside Brad Swartzwelder for 12 years, supporting his highest value clients, and has recently taken on the role of New Client Coordinator to ensure all clients receive a smooth and streamlined onboarding experience.
Emily lives in Powhatan and is known around the office for her sharp sense of humor. She is a runner and also is seen taking strenuous hikes at some of Virginia’s scenic locations. She also excels at herding cats.
Wendy was born and raised in Midlothian, Virginia. She currently resides in Powhatan with her fiancee, Bryant. Wendy enjoys spending time with family and friends and finding the time for some of her favorite hobbies including sewing, crafting and watching movies.
Holly is a native Virginian and currently lives in Midlothian with her husband Ned and delightful daughter Evie. Holly enjoys sailing on the Chesapeake Bay, exploring local parks with her family, and tending to her gardens. Holly studied business management at VCU and is a dedicated VCU Basketball fan.
Maura was born and raised in Charlottesville, VA but now resides in Richmond with her husband Michael. They share their home with their cat, Doug. In her free time, she enjoys crafting, rowing, running, and mountain biking.
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.