Point To Point Wealth Planning

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

Robert Allen

Robert Allen

Private Wealth Advisor

Visit Robert Allen's website
Kathy J Bauers

Kathy J Bauers

Financial Advisor

Visit Kathy J Bauers's website
Lauren Cooper

Lauren Cooper

Financial Advisor

Visit Lauren Cooper's website
Darren DeMars

Darren DeMars

Financial Advisor

Visit Darren DeMars's website
Nicole Magnusson

Nicole Magnusson

Financial Advisor

Visit Nicole Magnusson's website
Christopher Malmstrom

Christopher Malmstrom

Financial Advisor

Visit Christopher Malmstrom's website
Alex Stiner

Alex Stiner

Financial Advisor

Visit Alex Stiner's website

Team

Debra Paraskiewicz

Debra Paraskiewicz

Client Service Coordinator

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant