The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in several categories, including:

  • “Understands me and shares my values”
  • “Explains things in understandable terms”
  • “Has defined, repeatable processes for producing results”
  • Has “knowledgeable, timely and tactical” investment ideas
  • 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

Michael A Gioia

Michael A Gioia

Private Wealth Advisor

More about me...

Contact

michael.a.gioia@ampf.com

302.479.7780

Designations

CFP®, ChFC®, RICP®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, West Chester University, 1995

VISIT MY WEBSITE

Steven Shimp

Steven Shimp

Financial Advisor

More about me...

Contact

steven.l.shimp@ampf.com

302.479.7780

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options

Education

Bachelor of Science, Business Administration, Longwood University, 2000

VISIT MY WEBSITE

Our Staff

Liana Bauerle

Client Service Coordinator

Lisa McGrory

Client Service Coordinator