Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Lee has been working in the industry since 2002 and joined the practice in 2014.
Bachelor of Arts from St. Lawrence University
Series 7, Series 31, Series 66, and Life, Health, & Accident
Laura has been with Ameriprise since 1992 and joined our practice in 2022.
Series 7, Series 66, and Life, Health, & Accident
Bachelor of Science in Business Administration from Nazareth College
Karie has been with our practice since 2018.
Bachelor of Arts from Butler University
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