The Team

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 me, 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

Our Advisors

Robert Allen

Robert Allen

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

BS Economics University of Delaware, Newark DE -1991

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Kathy J Bauers

Kathy J Bauers

Financial Advisor

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Designations

ChFC®, CDFA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BS Bachelor of Science, University of Delaware, Newark, DE, 1993
CA Insurance #0C55026

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Lauren Cooper

Lauren Cooper

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

University of Wisconsin, Madison- Bachelor of Arts, 2006

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Darren DeMars

Darren DeMars

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business

Education

MBA from University of Delaware, Masters of Business Administration, General Business

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Alex Stiner

Alex Stiner

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

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Our Staff

Debra Paraskiewicz

Debra Paraskiewicz

Client Service Coordinator

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant