The Team
South End Wealth Management

Our Advisors

Brian Gerhardson

Brian Gerhardson

Private Wealth Advisor

More about me...

Contact

brian.k.gerhardson@ampf.com

617.426.3416

Designations

CFP®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

B.S. in Business, Carlson School of Management, University of Minnesota, 1986
CA Insurance #0D35502

VISIT MY WEBSITE

Erik Kotsopoulos

Erik Kotsopoulos

Financial Advisor

Our Staff

Dana Shonbeck

Dana Shonbeck

Paraplanner
Financial Planning Analyst
More about me...

Qualifications

  • Joined Ameriprise Financial in 1998
  • Bachelors Degree, Rochester Institute of Technology, 1986