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

Mark Stegman

Mark Stegman

Financial Advisor

More about me...

Contact

mark.s.stegman@ampf.com

972.543.4850

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

BS major Finance, minor Economics, University of Wisconsin - Parkside, Kenosha, WI
CA Insurance #0M60284

VISIT MY WEBSITE

Our Staff

Dani Castro

Dani Castro

Client Relationship Manager