My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.



My wife, Trisha, and I have been married for 11 years. My 8-year old daughter, Taylor, loves dance recitals, Girl Scout functions, and spontaneous skits she creates while we are at home each night. My 6-year old son, Cash, loves trains & Legos, and enjoys being the assistant in my daughter's skits. My wife is the room mother for both of our children's classrooms and is very involved in the other activities at school. I enjoy family vacations, playing in the backyard with my kids, & supporting organizations that help families dealing with sickness or death. I enjoy being a guest speaker on financial topics at various organizations.

Community Participation

  • I support Annie's Hope, a nonprofit organization whose mission is to provide comprehensive support services for children, teens, and their families who are grieving the death of someone significant.
  • I support the Ronald McDonald House, whose mission is to provide a “home-away-from-home” for families so they can stay close by their hospitalized child at little or no cost.

Areas of Focus

  • Estate Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies


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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012-2014
  • Ameriprise Circle of Success, 2013


  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
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  • BSBA in Finance from the University of Missouri - Columbia - 2000

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.



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I am very proud of Jim Lowen for fulfilling his dream of restoring this car that has been in his family for years. Congrats, Jim!
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.