How will you be brilliant? We can help.

We’re not only in the business of helping you pursue your wealth. We’re also in the business of helping you grow your financial confidence in the future. We’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

We’re here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Small Business

Our Videos(2 videos) X

Community Participation

We are proud to support local non-profit organizations and foundations. We currently are involved with and/or sponsor the following:


The Westlake, Grahl, and Glover Team volunteering at the Placer SPCA for the Ameriprise National Day

Our Photos(2 photo albums)

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.

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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