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My Approach

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

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Interests

  • I enjoy playing tennis and golf in my spare time
  • I enjoy watching my son play soccer for Ohio Wesleyan
  • I like seeing my daughter compete in horse shows

Community Participation

Our 3rd annual toy drive was successful! Thank you to our clients and friends that joined us in provided toys for local families in need. We delivered more than 100 toys to the Welcome House of Northern Ky, as well as volunteered, helping with their client party and stocking shelves with donated items.

If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Flynn Jordan, or email charity.m.flynn@ampf.com.

Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
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Education

  • Miami University, BA, 1986

Files for Download

My Videos

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My Photos Show Thumbnails

Chastity at the registration table during our exclusive event at the Cincinnati Art Museum. Guest enjoyed a lecture on Monet, followed by tours.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.