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

James Shoemaker

James Shoemaker

Financial Advisor

Associate Vice President
Visit James Shoemaker's website
Tom Moss

Tom Moss

Financial Advisor

Vice President
Visit Tom Moss's website
Jeremiah Fitzpatrick

Jeremiah Fitzpatrick

Private Wealth Advisor

Managing Director
Visit Jeremiah Fitzpatrick's website
Karen T McCanless

Karen T McCanless

Financial Advisor

Associate Vice President
Visit Karen T McCanless's website
Meredith McCanless Teden

Meredith McCanless Teden

Financial Advisor

Associate Vice President
Visit Meredith McCanless Teden's website
Jason Wilson

Jason Wilson

Financial Advisor

Vice President
Visit Jason Wilson's website
Scott Serfass

Scott Serfass

Private Wealth Advisor

Vice President
Visit Scott Serfass's website
Michael Phillips

Michael Phillips

Financial Advisor

Associate Vice President
Visit Michael Phillips's website
Becky L Johnson

Becky L Johnson

Private Wealth Advisor

Vice President
Visit Becky L Johnson's website
Dory Hux

Dory Hux

Financial Advisor

Financial Advisor
Visit Dory Hux's website
Richard Bean

Richard Bean

Financial Advisor

Vice President
Visit Richard Bean's website
Melissa Saleeby

Melissa Saleeby

Financial Advisor

Associate Vice President
Visit Melissa Saleeby's website
Daniel Hanvey

Daniel Hanvey

Financial Advisor

Vice President
Visit Daniel Hanvey's website
Mitch Hodgkiss

Mitch Hodgkiss

Associate Manager

Managing Director
Visit Mitch Hodgkiss's website
Bret Urbanski

Bret Urbanski

Financial Advisor

Managing Director
Visit Bret Urbanski's website
Tommy Truman

Tommy Truman

Financial Advisor

Managing Director
Visit Tommy Truman's website

Team

Brandi A. Mack

Brandi A. Mack

Operations Leader

Colleen Clarke

Colleen Clarke

Client Service Coordinator

Heather Lee

Heather Lee

Registered Client Service Associate

Cheryl Scovell

Cheryl Scovell

Registered Client Service Associate

Joshua Patterson

Joshua Patterson

Registered Practice Associate,

Financial Planning Specialist
Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Michelle Pham

Registered Client Service Associate,

Practice Manager