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.


Advisors

Steven Shimp

Steven Shimp

Financial Advisor

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