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

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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