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Team photo

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Advisors

David Needham

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Needham's website


Team

Todd Morgan

Todd Morgan

Office Manager,

Client Service Manager

Qualifications

  • Todd joined Ameriprise Financial in 2008. He has a 20 year background in teaching and administration. He has a Bachelor of Arts, South Hampton College of Long Island University.
  • Todd was also a professional ice & rock and climbing guide for 30 years. He lives in Upper Jay, NY with his wife, Heather and daughter, Anya.

Roles & Responsibilities

  • Client Service Manager
  • Office Manager
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Colleen Haight

Colleen Haight

Client Service Manager

Qualifications

  • Colleen enjoys spending time with her children, grandchildren, family & friends along with her dog and treasured companion Calla Rose.
  • Colleen and her husband enjoy traveling. She has visited Ireland multiple times along with Spain, Paris, London, Italy and Greece. She recently obtained her dual citizenship with Ireland.
  • Colleen just celebrated her 29th Anniversary with Ameriprise Financial as a Client Service Manager. Colleen enjoys her daily interactions and long-term relationships she has formed with our clients.

Roles & Responsibilities

  • Client Service Manager
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