Wisdom Wealth Management

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

Kent Thompson

Kent Thompson

Private Wealth Advisor

Visit Kent Thompson's website
Timothy T Anderson

Timothy T Anderson

Financial Advisor

Visit Timothy T Anderson's website
Dennis Hennings

Dennis Hennings

Financial Advisor

Visit Dennis Hennings's website
Dmitriy Bgatov

Dmitriy Bgatov

Financial Advisor

Visit Dmitriy Bgatov's website

Team

Michelle L. Simmons

Michelle L. Simmons

Paraplanner

Qualifications

  • B.A., Business Administration, University of Washington, Bothell
  • Over 20 years experience as a licensed paraplanner
  • Series 7 Securities License
  • Series 65 Securities License
  • Series 63 Securities License
  • California Insurance license # 0D00507
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Megan M. Thompson

Megan M. Thompson

Paraplanner

Qualifications

  • B.S., Business Administration with an emphasis in Finance, Minor in International Relations, University of Southern California
  • APMA®
  • Series 7 Securities License
  • Series 66 Securities License
  • California Insurance License #0N05917
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Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
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Dana Hatfield

Dana Hatfield

Client Service Coordinator

Qualifications

  • B.S., Liberal Arts, Radford University
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