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

Steven Shimp

Steven Shimp

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options

Education

Bachelor of Science, Business Administration, Longwood University, 2000

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Our Staff

Liana Bauerle

Liana Bauerle

Client Service Manager

Caroline B Gioia

Caroline B Gioia

Paraplanner

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Qualifications

  • CFP
Lisa McGrory

Lisa McGrory

Client Service Coordinator