Brostrom and Berlin Wealth Management

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

Dennis M Gurtz

Dennis M Gurtz

Financial Advisor

Visit Dennis M Gurtz's website
D Pilar Robinson

D Pilar Robinson

Financial Advisor

Visit D Pilar Robinson's website
Nathaniel Massey

Nathaniel Massey

Financial Advisor

Visit Nathaniel Massey's website

Team

Julie Bonvillain

Julie Bonvillain

Paraplanner

Qualifications

  • B.S. Finance, University of Maryland University College
  • Series 6, 7 and 66 licensed
  • MD Life and Health Licensed
  • MD Notary Public

Roles & Responsibilities

  • Manages financial planning process for assigned clients
  • Event and marketing coordinator
  • Client Relations Specialists
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Victoria Bonvillain

Victoria Bonvillain

Intern

Roles & Responsibilities

  • Greets clients, answers telephones and schedules appointments
  • Processes incoming mail
  • Supports the financial planning team
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