Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

J.W. Thomas II, Private Wealth Advisor serving the Annapolis, MD area - Ameriprise Advisors

J.W. Thomas II

CRPC, AAMS, CMFC, AWMA℠, APMA, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Visit J.W. Thomas II's website
Maris Beigel, Financial Advisor serving the Annapolis, MD area - Ameriprise Advisors

Maris Beigel

CFP®, CRPC, APMA

Financial Advisor

Visit Maris Beigel's website
Donald Collett, Financial Advisor serving the Annapolis, MD area - Ameriprise Advisors

Donald Collett

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Donald Collett's website

Team

Anita Tyner

Anita Tyner

Client Service Manager

Randy Cleveland

Randy Cleveland

Financial Planning Specialist

Dawn Jones

Dawn Jones

Receptionist