Fiduciam Financial

The advantages of working together online

The secure site on ameriprise.com makes it easy for clients to collaborate with me as we work together to define and achieve your goals.

In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.

close

Team photo for Fiduciam Financial
Team photo for Fiduciam Financial

View Larger


Advisors

Advisor photo for Bob Edmonds

Bob Edmonds

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Edmonds's website
Advisor photo for Sherry Hunt

Sherry Hunt

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Sherry Hunt's website
Advisor photo for Michael Barnes

Michael Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Barnes's website
Advisor photo for James McCuaig

James McCuaig

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit James McCuaig's website
Advisor photo for Richard Edmonds

Richard Edmonds

CPA

Financial Advisor

Certified Public Accountant
Visit Richard Edmonds's website
Advisor photo for Kelley Wheaton

Kelley Wheaton

Financial Advisor

Visit Kelley Wheaton's website
Advisor photo for Eric Allen

Eric Allen

Financial Advisor

Visit Eric Allen's website


Team

Tammy Carter

Tammy Carter

Financial Planning Specialist

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
View more
Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager
David Burrus

David Burrus

Paraplanner

Qualifications

  • NC A&T State University

    Bachelor of Science in Graphic Communications

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
View more
Brian Schoonover

Brian Schoonover

Client Concierge

Qualifications

  • Trident University International: Bachelor of Science in Business Administration

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
View more
Maureen DeLuca

Maureen DeLuca

Client Concierge

Qualifications

    • University of Rhode Island, Bachelors of Science in Psychology

Roles & Responsibilities

  • Client meeting coordinator
  • General service inquiries
View more
Cathy Maynard

Cathy Maynard

Client Service Specialist

Qualifications

  • King's College - Associates Degree
  • Series 6
  • Series 63

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Meeting Prep
  • Marketing Support
View more
Susan Crawford

Susan Crawford

Administrative Assistant

Roles & Responsibilities

  • Client meeting coordinator
  • Application processing and movement
  • General service inquiries
  • Provides support for the day-to-day operations of the practice
View more