• Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

The Trosclair Confident Wealth Promise

In an industry full of flashy salesmen and investment gurus using hyperbole and questionable tactics, we strive to be different. We are committed to building long-lasting client relationships, where your needs come before our interests.

As financial advisors, we approach client decisions and interactions with:

· Transparency - We strive to clearly explain every step of our process, recommendation, and decision that impacts our clients.

· Authenticity - Our clients are not numbers, our clients are people, and we’re committed to treating them as such.

· Integrity - We put our clients' interests first and are committed to providing the greatest quality of service and exemplify the highest levels of integrity.

Feel more confident planning for your financial future.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)