ClearTrust Wealth Advisors

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

Matt Robins

Matt Robins

CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Matt Robins's website
Nick Stamatis

Nick Stamatis

CRPC®, CMFC®, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Nick Stamatis's website
Joe Creecy

Joe Creecy

CRPC®, CDFA®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Joe Creecy's website
Tate Lamastus

Tate Lamastus

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Tate Lamastus's website
Nolan Phillips

Nolan Phillips

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nolan Phillips's website
Drew Britt

Drew Britt

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Drew Britt's website

Team

Audrey Riggs

Audrey Riggs

Client Service Manager

Roles & Responsibilities

  • Audrey is responsible for scheduling, prepping, and following-up client meetings.
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Kasandra Bennett

Kasandra Bennett

Operations Specialist

Roles & Responsibilities

  • Kasandra is responsible for all rollovers, business processes, contributions, distributions, and money movement.
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Ashlee Trusik

Ashlee Trusik

Operations Specialist

Roles & Responsibilities

  • Ashlee is responsible for managing all investment and trading operations, maintaining client account compliance, and monitoring practice reports.
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Haley White

Haley White

Marketing Specialist,

Client Relationship Manager

Roles & Responsibilities

  • Haley is responsible for all marketing activities for the office, including client events, social media, and new client acquisition.
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Jessica Hockenbery

Jessica Hockenbery

Financial Planning Specialist

Roles & Responsibilities

  • Jessica is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kelley Rolfsen

Kelley Rolfsen

Financial Planning Specialist

Roles & Responsibilities

  • Kelley is responsible for assisting in all financial planning needs, including client information updates, data entry, and financial planning reports.
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Kimberly Combs

Kimberly Combs

Administrative Assistant

Roles & Responsibilities

  • Kim is responsible for greeting clients, maintaining office operations, and handling billing needs.
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