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

  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education

Community participation

Here at Skipping Stone Wealth we believe we can and must help the millions of children who struggle with hunger everyday. As a team and with the help and support of our clients we have been fortunate enough to participate with both Feed My Starving Children and Kids Against Hunger in their incredible effort to help feed kids around the world. If you are interested in joining us in this extrodinary effort please check out our events tab for the next service opportunity.

Our photos

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