Petrik and Associates

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 us, 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.


Advisors

Christopher Petrik

Christopher Petrik

Private Wealth Advisor

Visit Christopher Petrik's website
Adam Ladd

Adam Ladd

Financial Advisor

Visit Adam Ladd's website

Team

Allison Anastasi White

Allison Anastasi White

Paraplanner

Kim Mallard

Kim Mallard

Administrative Assistant