The Team

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.


Our Advisors

Keith W Nugent

Keith W Nugent

Financial Advisor

More about me...

Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies

Education

BBA in Accounting from the University of Texas at Austin, Texas
CA Insurance #0G38625

VISIT MY WEBSITE

Our Staff

Lisa Hayes

Lisa Hayes

Client Service Associate

Administrative Assistant
Karl Hanna

Karl Hanna

Assistant