Confetti Wealth

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

Christopher Root

Christopher Root

CFP®, CRPC®, ChFC®, CLTC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Christopher Root's website
Amanda Petri

Amanda Petri

CRPC®, BFA

Financial Advisor

Visit Amanda Petri's website

Team

Carrie Chavez

Carrie Chavez

Operations Manager

Roles & Responsibilities

  • Assists the CEO and staff in managing and organizing office work flow and daily business operations
  • Provides service to clients through communications, marketing and events
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Adam Patterson

Adam Patterson

Paraplanner,

Insurance Specialist

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Michael Cassel

Michael Cassel

Paraplanner,

Insurance Specialist

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Jerry Judson

Jerry Judson

Paraplanner

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationships between between visits
  • Handles incoming client calls and questions
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Jennifer Flinn

Jennifer Flinn

Client Service Specialist

Qualifications

  • Has been with Ameriprise since 2013

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Brayden Kelly

Brayden Kelly

Client Service Specialist

Qualifications

  • Holds Series 7

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Jessica Ruplinger

Jessica Ruplinger

Client Service Specialist

Qualifications

  • Has been with Ameriprise Financial since 2000
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages the client relationship between visits
  • Handles incoming client calls and questions
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Betsy Hagen

Betsy Hagen

Financial Planning Specialist

Qualifications

  • CFP® Certified Financial Planner
  • University of MN -- B.S. in Statistics

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
  • Runs projections for retirement, education funding and investments
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Derek Coulson

Derek Coulson

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • University of St. Thomas -- B.A. Business Administration
  • Chartered Retirement Planning Counselor SM

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
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Sarah Kallevig

Sarah Kallevig

Administrative Assistant

Qualifications

  • Dakota County Technical College -- A.S. in Executive Adminstration
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management
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Timothy Bourguignon

Timothy Bourguignon

Administrative Assistant

Qualifications

  • University of Florida -- B.A. in Linguistics
  • Rasmussen College -- A.S. in Information Systems

Roles & Responsibilities

  • Scanning, file management, meeting and application prep
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