Life & Legacy Wealth Advisors

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

William V Caddick Jr

William V Caddick Jr

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit William V Caddick Jr's website
John Loveland

John Loveland

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit John Loveland's website
Richard J Kidwell

Richard J Kidwell

Associate Financial Advisor

Visit Richard J Kidwell's website
Pamela Lee

Pamela Lee

Financial Advisor

Visit Pamela Lee's website
Jen Bessen

Jen Bessen

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jen Bessen's website

Team

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Kylie Schmitt

Kylie Schmitt

Client Service Coordinator

Erin Hipwood

Erin Hipwood

Receptionist