Allegiance Wealth Management

We are a team of collaborating advisors supported by excellent staff. As an Ameriprise private wealth advisory practice, we serve motivated individuals, families and businesses. The team's mission is to help our clients feel more confident by providing the planning and guidance needed to help them pursue their unique picture of financial peace of mind.

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Team photo for Allegiance Wealth Management
Team photo for Allegiance Wealth Management

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Advisors

Advisor photo for Jennifer Heise

Jennifer Heise

Financial Advisor

Visit Jennifer Heise's website
Advisor photo for Dan Jiyamapa

Dan Jiyamapa

BFA, APMA, AWMA℠, CRPC, CLTC®, CSRIC®

Private Wealth Advisor

President of Allegiance Wealth Management
Visit Dan Jiyamapa's website
Advisor photo for Steven Jennings

Steven Jennings

BFA, CLTC®, APMA

Financial Advisor

Vice President of Allegiance Wealth Management
Visit Steven Jennings's website


Team

Deb Clapp

Deb Clapp

Client Concierge,

Marketing Specialist
Caitlyn Richter

Caitlyn Richter

Operations Manager,

Client Service Specialist
Brent Waller

Brent Waller

Client Service Specialist

Patcharanan (Yui) Thongcharoen

Patcharanan (Yui) Thongcharoen

Paraplanner

Jill Reamer

Jill Reamer

Operations Director

Mike Okerlund

Mike Okerlund

Financial Planning Specialist