Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Awards & recognition

  • StellarPath Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

As a group, we are involved in giving time and money to a variety of causes and charities. Further, we offer matching donations to employees' causes of choice.

More broadly, Ameriprise corporate supports philanthropic initiatives across the nation through its grant-making program.

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