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

  • Family Finances
  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020- 2021- 2022- 2023
  • Gregory Farber, Ameriprise Circle of Success, 2018-2019-2020-2021-2022-2023
  • Gregory Farber, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Volunteering at the St. Helen's Outreach Food Pantry 2024
Volunteering at the St. Helen's Outreach Food Pantry 2024
  • St. Helen's Outreach

Ameriprise Client Experience Award

All of us at VisionaryWealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire VisionaryWealth team and the great experience we work so hard to provide for our clients every day.

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