Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Michael Rodegerdts

Michael Rodegerdts

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Michael Rodegerdts's website
Jessica Van Dyke

Jessica Van Dyke

APMA®

Financial Advisor

Visit Jessica Van Dyke's website

Team

Amber Sughrue

Amber Sughrue

Operations Director

Qualifications

  • A.A. in Liberal Arts and A.S. in Social Sciences, American River College
  • With Ameriprise since 2014

Roles & Responsibilities

  • Private Client Servicing, 401k Servicing, Internal Business Operations, Scheduling
View more