Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Bart Metzler

Bart Metzler

Private Wealth Advisor

Business Financial Advisor
Visit Bart Metzler's website
Michael Morger

Michael Morger

Private Wealth Advisor

Visit Michael Morger's website

Team

Beth Kiernan

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance Licenses
  • Began with Ameriprise in February, 2000 and joined the Metzler practice in November, 2004.

Roles & Responsibilities

  • Placing & Monitoring Trades
  • Tracking & Monitoring Client Accounts
  • Investment Research
  • Summary Letters & Financial Plan Deliverables
  • Compliling Data for Client Meetings
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Kim Rafferty

Operations Manager

Qualifications

  • Joined the Metzler practice in January, 2007.

Roles & Responsibilities

  • Assisting with Client Service Needs
  • Compiling Data for Client Meetings
  • Processing Applications & Paperwork
  • Tracking & Monitoring Client Accounts
  • Oversees Daily Office Activities
  • Manages On-line Presence
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