Our Mission:
Provide financial peace of mind and to assure clients take actions that are aligned with their core values.
Our passion is in our process, and that is to create an enjoyable journey for our clients while ensuring their success.
We are a team with integrity, a supportive culture, a desire to provide meaningful service, and a motivation to be deeply involved in our community.
With more than 20 years of financial services experience, Dawn strives to ensure that our clients’ financial planning needs are handled accurately and inline with the clients' retirement goals. Dawn also leads as our Insurance specialist.
With a strong marketing communications background coupled with more than 10+ years of marketing industry experience, Courtney strives to ensure that our clients receive accurate and timely information through print and digital marketing. She also plans and executes all client events.
Courtney also provides leadership and management to the practice that mirrors the mission and core values of the company.
Danielle's background in Education (Bachelor of Science, LSU) and passion for learning, teaching, and all things technology informs her role as The Cities Group’s Digital Capabilities Specialist. Se can show you and your loved ones how to stay safe online while reaping the benefits of the Ameriprise Secure Site, Total View, and Mobile App.
Jen comes to us with over 20 years of leadership in the banking industry. Her experience with people management, underwriting, and project management combines caring leadership with a strong organizational focus and attention to detail. Jen is committed to helping the team maintain a consistently exceptional experience for our Clients.
Leveraging over a decade of experience in customer relations, Tyler is excited to be a part of the team! As a Client Service Specialist, he is proud to support our team of Advisors and exceed client expectations with a commitment to quality.
Let's meet to discuss what's most important to you.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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