The Team

Achieve Private 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

Joseph Scott Taylor

Joseph Scott Taylor

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

B.S. Management, Southwest Baptist University in Bolivar Missouri, B.S. Marketing, Southwest Baptist University in Bolivar Missouri
AR License #872520

VISIT MY WEBSITE

Samuel Ackerman

Samuel Ackerman

Associate Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Science in Finance, Missouri State University

VISIT MY WEBSITE

Our Staff

Wendy Joplin

Wendy Joplin

Marketing Specialist

Patti Heydenreich

Patti Heydenreich

Client Service Specialist

Dylan Ross

Dylan Ross

Associate Financial Advisor