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

Donald Wigglesworth

Donald Wigglesworth

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Donald Wigglesworth's website

Team

Jody Meza

Jody Meza

Operations Manager,

Paraplanner

Qualifications

  • Practice member since 2004
  • FINRA Securities Licenses: Series 7, 66
  • CA Insurance OH56011
  • California Notary Public
  • Bachelor of Arts, California State University Sacramento
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Jule Moua

Jule Moua

Client Service Coordinator

Qualifications

  • Bachelor of Science, Business Administration, Metropolitan State University
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