Client Satisfaction 4.9 / 5 rating based on 129 reviews
See disclosures

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore insights

  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
    Refer us

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

Our approach

Vision Statement:

Help clients live a fulfilling and financially stable life.

Mission Statement:

Provide advice (delivered with compassion and personalized care) that motivates clients to make informed financial decisions.

Our Values:

  • Integrity
  • Friendship
  • Happiness
  • Health
  • Helping Others
  • Independence

Featured insights

  close
View more markets and economic insights

Events

Washington Update

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

View all events

Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.