Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Financial Planning for Small Business
  • Tax Planning Strategies

Awards & recognition

  • Mathew Colemer, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Mathew Colemer, Ameriprise Circle of Success, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
  • Mathew Colemer, Ameriprise Client Experience Award, 2020, 2021
  • Mathew Colemer, Ameriprise Circle of Success Chairman's Advisory Council, 2025
  • Kathryn Jacobs, Forbes Best-in-State Women Wealth Advisors, 2025
  • StrongBridge Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • Mathew Colemer, Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023
  • Mathew Colemer, Forbes Top Next-Generation Wealth Advisors, 2018, 2020

Community participation

Premier Sponsor ODC Run, Walk and Roll

Neighborhood Table

The Gift of Life Scavenger Hunt

United Way of South Wood & Adams Counties

Boys & Girls Club of the Wisconsin Rapids Area

Boys & Girls Club of the Northwoods

YMCA of South Wood County

Waupaca Area Youth Hunt

Amherst High Heartland Farm Field Sponsor

Christian Life Fellowship Mission Trip Sponsor

WRYSA League Sponsor

Boy Scouts Program Sponsor

Rome Fire Department Sponsor

YMCA Blacksharks Swim Sponsor

Stevens Point Community Appreciation Event Sponsor

Antigo Swim Club

Antigo Hockey

Langlade County Fair

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