Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Since 1987, Chandra has been dedicated to helping our clients. Chandra is in charge of client assistance and the responsible for making sure the needs and requests of every client are met to the fullest. Chandra works closely with The Filla Latzke Group's Financial Advisors to help our clients reach their financial goal. A personalized approach for each and every client and their needs is Chandra's trademark.
Since 1996, Dawn has been utilizing her extensive background in financial services. Dawn facilitates the business development needs of our team. She looks for ways to improve communication with our existing clients as well as new clients by planning and managing client events and seminars and developing team materials. Dawn also oversees The Filla Latzke Group's website and assists clients with their internet needs.
Brandon, our newest team member, joined Ameriprise in 2024. He brings to the team a passion for assisting clients through changing markets and technology. He is responsible for maintaining detailed client information and sending up to date documentation and information to clients to best suit their needs. When working with Brandon you can expect efficiency, patience, and unwavering optimism.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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