Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Allen Shpigel, Ameriprise Circle of Success, 2013
  • Allen Shpigel, Five Star Wealth Manager, 2013-2016, 2018-2024
  • Allen Shpigel, Ameriprise Ultimate Digital Excellence Award, 2021-2022

Honored to receive recognition

We’re thrilled to announce that our colleague, Allen Shpigel, received a 2024 Five Star Wealth Manager award. Congratulations, Allen!

Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!

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