Advisor profile


My approach

Angie Mc Carthy - My approach photo

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.

Angie Mc Carthy - My approach photo

Areas of focus

  • Employee Stock Options
  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Divorce Financial Planning
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • 1998 Masters of Business Comm. Certificate, Univ. of St. Thomas, St. Paul MN
  • 1992 Bachelors of Arts, Concordia College, Moorhead MN

Interests

My family and I like to go to a new baseball stadium every summer. It is a great way to see a new city and enjoy a game together. We are busy with our children's activities and spending time in lakes country in the summer.

Community participation

Past Board of Directors Lake Agassiz Habitat for Humanity

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2012, 2014, 2015, 2016, 2017, 2018, 2019