Advisor profile


My approach

Denise Shafer - My approach photo

What you can expect when you work with me

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 me, 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.

Denise Shafer - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

I live in Vermilion with Jim and our dog, Baby. We enjoy traveling, fishing and boating, river cruising and sports car rallying. We love to explore wineries, both local and more exotic locations. Home improvement seems to be our primary fair weather activity. I also enjoy gardening, being active in the community and spending time with my grandchildren.

Community participation

Christ Child Society

  • On the Board of Trustees for Blessing House
  • Christ Child Society

Awards & recognition

  • Five Star Wealth Manager, 2017