The Team

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.


Our Advisors

Christopher Root

Christopher Root

Financial Advisor

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Designations

CFP®, CRPC®, ChFC®, CLTC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies

Education

BME Bachelor of Mechanical Engineering, University of Minnesota: Twin Cities, MN

VISIT MY WEBSITE

Amanda Petri

Amanda Petri

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

B.A., Psychology, Lewis and Clark College, Portland, OR

VISIT MY WEBSITE

Our Staff

Ann Wilcek

Ann Wilcek

Executive Assistant

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Qualifications

  • HR specialist and financial services background including project management and business analyst experience

Roles & Responsibilities

  • Coordinates individual efforts so that the team can reach its full potential
  • Assists the CEO and staff in managing and organizing office work flow and daily business operations
Jeanne Preston

Jeanne Preston

Client Relationship Manager

Chartered Retirement Planning Counselor℠
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Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses
  • Chartered Retirement Planning Counselor℠
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Gathers information to help schedule initial consultations with the advisors
  • Handles incoming client calls and questions
  • Marketing & Events
Carrie Chavez

Carrie Chavez

Client Concierge

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Roles & Responsibilities

  • Assists the CEO and staff in managing and organizing office work flow and daily business operations
  • Marketing & Event Coordinator
Adam Patterson

Adam Patterson

Paraplanner

Insurance Specialist
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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
Andrew Dressel

Andrew Dressel

Paraplanner

Chartered Retirement Planning Counselor℠
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Qualifications

  • APMA®
  • Holds Series 7, 63,66 and Minnesota Insurance Lisense
  • Licensed in MN, FL, GA, SC, NC, VA, WV, OH, KY, TN

Roles & Responsibilities

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

Jerry Judson

Paraplanner

Client Concierge
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Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses

Roles & Responsibilities

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

Jessica Ruplinger

Client Service Specialist

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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
Betsy Hagen

Betsy Hagen

Financial Planning Specialist

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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
Derek Coulson

Derek Coulson

Financial Planning Specialist

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Qualifications

  • University of St. Thomas -- B.A. Business Administration

Roles & Responsibilities

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

Sarah Kallevig

Administrative Assistant

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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
Timothy Bourguignon

Timothy Bourguignon

Administrative Assistant

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Qualifications

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

Roles & Responsibilities

  • Scanning, file management, meeting and application prep