The Team

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.

Our Advisors

Bart Metzler

Bart Metzler

Private Wealth Advisor

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Designations

CFP®, CRPC®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances

Education

University of Wisconsin-Eau Claire, 1989 B.A. Business of Administration
CA Insurance #0F99724

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Michael Morger

Michael Morger

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies

Education

B.A., 1975, University of Michigan, Ann Arbor, MI
CA Insurance #0C25985

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Our Staff

Beth Kiernan

Paraplanner

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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

Kim Rafferty

Client Service Specialist

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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

Heather Jackson

Client Service Specialist

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Qualifications

  • Joined the Metzler practice in November, 2019.

Roles & Responsibilities

  • Assisting with Client Service Needs
  • Compiling Data for Client Meetings
  • Processing Applications & Paperwork