The Team

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Jules Freeman

Jules Freeman

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies

Education

California State University, Northridge, Bachelor of Science, Political Science 1978-1982
CA Insurance #0A51045

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Our Staff

Kris Fletcher

Kris Fletcher

Registered Client Service Associate

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Qualifications

  • Kris has over 25 years of experience in the financial industry. Series 7, 63 & 65 and AZ Life/Health Insurance licensed.

Roles & Responsibilities

  • Kris enjoys working with Jules and his clients to help them reach their financial goals.
Lauren Wincott, CRPC<sup>®</sup>

Lauren Wincott, CRPC®

Registered Operations Leader

Maureen Lenart

Maureen Lenart

Client Service Coordinator