The Team
Oldham & Associates

Putting clients first; it’s what we do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

• “Understands me and shares my values”

• “Explains things in understandable terms”

• “Has defined, repeatable processes for producing results”

• Has “knowledgeable, timely and tactical” investment ideas

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.


Our Staff

Kelly Mordini

Kelly Mordini

Paraplanner
CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Contact

kelly.mordini@ampf.com

303.407.1250 Ext. 6723

Qualifications

  • Certified Financial Planner®
Kim Vik

Kim Vik

Client Service Coordinator
Administrative Assistant
More about me...

Contact

kim.vik@ampf.com

303.407.1250 Ext. 1260

Susan Cowley

Susan Cowley

Receptionist
Client Relationship Specialist