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

Michael L Kreuziger, Private Wealth Advisor serving the Englewood, FL area - Ameriprise Advisors

Michael L Kreuziger

CFP®, CMFC®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael L Kreuziger's website
Timothy Wagner, Associate Financial Advisor serving the Englewood, FL area - Ameriprise Advisors

Timothy Wagner

Associate Financial Advisor

Visit Timothy Wagner's website

Team

Theodore Lamp

Theodore Lamp

Paraplanner

Qualifications

  • Joined Ameriprise Financial in August 2006
  • Holds a Series 7, Series 66, and Life Insurance License

Roles & Responsibilities

  • Investment Research
  • Trade Execution
  • Insurance
  • Annuities
  • Money Movement & Wires
  • Required Minimum Distributions
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Judy Payne

Judy Payne

Client Service Specialist

Roles & Responsibilities

  • Client Service Requests
  • Account Maintenance
  • New Account Set Up
  • Beneficiary & Ownership Changes
  • Estate Settlements
  • Project Execution
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Marcy O'Neil

Marcy O'Neil

Client Concierge

Roles & Responsibilities

  • Client Reception
  • Scheduling/Meeting Coordination
  • Records Retention & Filing
  • Project Execution
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Stephanie Volbright

Stephanie Volbright

Client Service Specialist,

Marketing Specialist

Roles & Responsibilities

  • Client Service Requests
  • Account Maintenance
  • New Account Set Up
  • Beneficiary & Ownership Changes
  • Marketing, Newsletters & Campaigns
  • Event Planning
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