Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education

Awards & recognition

  • Craig Torbett, Ameriprise Circle of Success, 2022, 2023
  • Craig Torbett, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Our practice members believe strongly in active participation in our community. We are fortunate to have a wide range of worthy organizations doing great work in our region. Below is a partial list of organizations that we support.