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

  • 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- 2024
  • Gregory Farber, Ameriprise Circle of Success, 2018- 2019- 2020- 2021- 2022- 2023- 2024
  • 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

Honored to receive recognition

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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