Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Matthew Orman

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Orman's website

Darren Smith

Financial Advisor

Visit Darren Smith's website


Team

Jana Merlo

Jana Merlo

Operations Director

Jessica Miller

Jessica Miller

Office Manager

Personal Intro

Jessica joined the Ameriprise team in May 2019 as Office Manager. She approaches all aspects of any job with a positive, hard-working mindset. She brings with her an extensive background in customer service from medical office front desks and medical billing. She prides herself on her organization and attention to detail strengths. She is excited to bring this enthusiasm to the team at Ameriprise and to our clients.

Roles & Responsibilities

  • Client Liaison
  • Scheduling Specialist
  • Estate Settlement Specialist
  • Financial Planning Assistant
  • Marketing & Client Experience
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Liia Orman

Liia Orman

Marketing Manager