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.


Advisors

Michael R Stephens

Michael R Stephens

Associate Financial Advisor

Visit Michael R Stephens's website

Team

Mona M. Weltmer

Mona M. Weltmer

Financial Planning Specialist,

Client Service Specialist

Qualifications

  • QUALIFICATION EXAMS PASSED: Series 7
  • INSURANCE LICENSURE: Life & Health Insurance License
  • EDUCATION: M.F.C.S., Family Financial Planning - Iowa State University - Ames, IA
  • EDUCATION (cont): B.S., Labor Studies & Employee Relations (Human Resource Management), Psychology - Penn State University - University Park, PA
  • EXPERIENCE: US Navy Fleet and Family Support Center (FFSC), Work & Family Life Specialist/Instructor, Monterey, CA & Naples, Italy, 2011–2016
  • EXPERIENCE (cont): Navy-Marine Corps Relief Society (NMCRS), Volunteer Caseworker & Budgeting Instructor, Monterey, CA & Norfolk, VA, 2007–2010 | ADAS, English Teacher, Yokohama, Japan, 2003–2006
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Donelle R. Crovetto

Administrative Assistant,

Client Service Coordinator

Qualifications

  • ˑ EDUCATION: H.S., Diploma - Archbishop Chapelle High School - Metairie, LA
  • ˑ EXPERIENCE: Ameriprise Financial - Financial Advisory Practice, Office Operations, Mandeville, LA, 1996–Present | BellSouth Corporation, Clerk/Operator, New Orleans, LA, 1973–1995
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Mabel L. Wickboldt

Office Manager

Qualifications

  • ˑ EDUCATION: M.B.A. - Florida Institute of Technology - Melbourne, FL | B.A., Mathematics - Louisiana State University - Baton Rouge, LA
  • ˑ EXPERIENCE: Ameriprise Financial - Financial Advisory Practice, Office Administration, Mandeville, LA, Part-time since Retirement
  • ˑ EXPERIENCE (cont): Sam's Club (Shopper Events), Demo Associate, Covington, LA, Part-time since Retirement
  • ˑ EXPERIENCE (cont): Lockheed Martin Corporation, Software Developer (Enterprise Systems), New Orleans, LA (NASA Michoud Assembly Facility), Career prior to Retirement
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