Oldham & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Team

Kelly Mordini

Kelly Mordini

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Certified Financial Planner®
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Kim Vik

Kim Vik

Client Service Coordinator,

Administrative Assistant
Susan Cowley

Susan Cowley

Receptionist,

Client Relationship Specialist