Allegiance Wealth Management

We are a team of collaborating advisors supported by excellent staff. As an Ameriprise private wealth advisory practice, we serve motivated individuals, families and businesses. The team's mission is to help our clients feel more confident by providing the planning and guidance needed to help them pursue their unique picture of financial peace of mind.


Advisors

Dan Jiyamapa

Dan Jiyamapa

APMA®, AWMA®, BFA, CRPC®, CLTC®

Private Wealth Advisor

President of Allegiance Wealth Management
Visit Dan Jiyamapa's website
Steven Jennings

Steven Jennings

BFA, CLTC®, APMA®

Financial Advisor

Vice President of Allegiance Wealth Management
Visit Steven Jennings's website
Chase Ferderer

Chase Ferderer

APMA®, BFA, CRPC®, CLTC®

Financial Advisor

Vice President of Allegiance Wealth Management
Visit Chase Ferderer's website
Jennifer Heise

Jennifer Heise

CRPC®

Financial Advisor

Visit Jennifer Heise's website

Team

Caitlyn Richter

Caitlyn Richter

Client Service Specialist

Tammy Lester

Tammy Lester

Practice Manager,

Chief Operating Officer
Deb Clapp

Deb Clapp

Client Concierge,

Marketing Specialist
Lee Brawerman

Lee Brawerman

Client Service Specialist

Andrew May

Client Service Specialist

Mike Okerlund

Mike Okerlund

Financial Planning Specialist