OUR WHY: Inspire Confidence. Simplify Life. Reduce Stress.
Bachelors of Communications, SUNY Albany
Master in International Law, American University
Retired CEO of RiverSource Life Insurance Company of NY
Bachelor's Degree in Criminal Justice and Psychology, Russell Sage College
Master's Certificate in Business Intelligence, Villanova University
• B.A. in Elementary Education from Kings College 2010
20+ years experience with Ameriprise
Series 7, 65, 66
MD Life, Accident and Health
Bachelor of Music Education, Shenandoah University
Masters of Science in Education, Old Dominion University
CRPC™ Chartered Retirement Planning Counselor™
BS in Business with Concentrations in Business Analytics, Market Research Analysis, and Sports Marketing. Siena College, May 2022.
MBA in Business Analytics and Marketing. Siena College, May 2023
BS, Business Economics, SUNY Cortland, Spring 2021
· Josh grew up in Queensbury, NY. In his spare time, he enjoys playing rugby, working on cars, snowboarding, being outdoors, and enjoying time with friends and family. Josh graduated from Siena College in spring of 2022 where he studied Finance.
Securities Industry Essentials (SIE) Exam
Bachelor of Science in Finance, Siena College, May 2022
• Born and raised in Cohoes New York in a family of eight.
• I enjoy reading American literature, hiking, playing basketball, watching football, and travelling
BS in Business, Finance and Economics Concentration. Siena College, Class of 2023
· Brittany enjoys reading, watching football and spending time with friends and family. On her free time, she practices Brazilian Jiu Jitsu.
Bachelor of Science in Finance, Salisbury University, May 2019
Securities Industry Essentials® (SIE®) Exam
Series 7 Exam
Series 66 Exam
· Dee has a daughter, cockapoo and pomapoo, who are the light of her life. She is passionate about arts and spends her free time on her own art business. Besides getting creative; Dee loves animals, music, traveling and adding to my bucket list.
B.A. in Writing and Communications, Empire State College-Saratoga Springs, NY
BS in Financial Planning - Liberty University - Expected graduation May 2024
· Currently a senior at SUNY Plattsburgh, studying Accounting & Business Admin. Laraib graduates May 2024.
· Laraib enjoys reading, travelling to new places, and exploring local coffee shops.
B.S. in Accounting & Business Administration - SUNY Plattsburgh - expected graduation May 2024
· Born and raised in Niskayuna, NY. Chris is a senior at Siena College, studying Business.
· He enjoys spending time outdoors, playing & watching sports, and traveling with friends & family.
· Alison is from Allendale, NJ. She is currently a senior at Siena College studying Business. She is the oldest of 3 and has 2 cats and dog. On her free time, she plays/watches sports, enjoys exercising, and spending time with friends and family.
BS in Business with concentrations in Business Analytics and Market Research and Analytics - Siena College - Expected Graduation May 2024
· Nicole is from the Catskills region in NY. She is currently a third-year student at Siena College majoring in finance with a minor in Data Science.
· During her free time, she enjoys skiing, going to concerts, playing volleyball with her friends, and traveling to new places with her family.
BS in Finance with a minor in Data Science and a concentration in Corporate Finance - Siena College - Expected Graduation December 2024
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.