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



Advisors

Steven Shimp, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Steven Shimp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Shimp's website

Team

Liana Bauerle

Liana Bauerle

Client Service Manager

Caroline B Gioia

Caroline B Gioia

Paraplanner

Qualifications

  • CFP
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Lisa McGrory

Lisa McGrory

Client Service Coordinator