Meet the team

Kathy supports our team and clients remotely with over two decades of financial services experience. Before joining Ameriprise, she worked with Fidelity Investments, helping companies manage their 401(k) plans. Based in New England, she enjoys quality time with family and friends across Rhode Island and Massachusetts, and brings thoughtful, organized support to every client interaction.

Kayla welcomes clients to our Nazareth office with a warm, personalized approach. With a background in customer experience, she values clear communication and enjoys making every interaction meaningful. A lifelong Pennsylvania resident, she loves community connections, time with her son Malcolm, and celebrating life’s big and small moments with family and friends.

MaryGrace joined us in 2019 and plays a key role in supporting our planning and investment processes. Clients may hear from her with follow-up questions or to assist with our digital tools. She is a newlywed to husband Zach and they live in Charlotte, NC. Mary Grace grew up in Hunterdon County and loves hiking and biking on local trails. In her spare time, you’ll find her reading historical fiction.

Shelby is the warm and welcoming presence at our Clinton front desk, here to help with your service needs. Originally from Arizona, she’s lived in Flemington since 2021. Outside the office, Shelby enjoys time with her dog and two cats and channels her love for nature into pottery and painting.