The Team

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.


Our Staff

Kelly Mordini

Kelly Mordini

Financial Planning Specialist

CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Qualifications

  • Certified Financial Planner®
Kim Vik

Kim Vik

Client Service Coordinator

Administrative Assistant
Susan Cowley

Susan Cowley

Receptionist

Client Relationship Specialist