Legacy Financial Partners

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future


Advisors

David Schlafman

David Schlafman

Private Wealth Advisor

Visit David Schlafman's website
Loren Melvie

Loren Melvie

Financial Advisor

Visit Loren Melvie's website
Mark Westgard

Mark Westgard

Financial Advisor

Visit Mark Westgard's website
Devin Melvie

Devin Melvie

Financial Advisor

Visit Devin Melvie's website

Team

Travis Dahl

Travis Dahl

Investment Manager

Amanda Herber

Amanda Herber

Operations Specialist

Beth Jordan

Beth Jordan

Client Service Specialist

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Deb Ryckman

Deb Ryckman

Paraplanner

Mallory Sand

Mallory Sand

Marketing Manager

Steph Schultz

Steph Schultz

Marketing Consultant

David Ziola

David Ziola

Operations Specialist