Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Andrea Kirk, Financial Advisor serving the Bel Air, MD area - Ameriprise Advisors

Andrea Kirk

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Andrea Kirk's website

Team

Sue Karsner

Sue Karsner

Client Service Manager

Roles & Responsibilities

  • Online Client Experience
  • Client Service
  • Events & Social Media
  • Financial Plan Editing and Workflow Management
  • Client Applications & Money Movement
  • Meeting Scheduling, Prep & Follow-up
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