The Team

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.
  • A personalized plan for a diversified portfolio based on your goals and risk tolerance.
  • Regular reviews of your goals, progress and investments.
  • Anytime access to your goals and investments, and digital tools to help you stay on track.
Feel confident about your financial future

Our Advisors

Kent Taylor

Financial Advisor

More about me...

Contact

kent.a.taylor@ampf.com

515.276.5582

Designations

CFP®

VISIT MY WEBSITE

Our Staff

Meredith M Herr

Meredith M Herr

Operations Manager

Paraplanner
More about me...

Contact

meredith.c.mcnulty-herr@ampf.com

515.207.3405

Qualifications

  • Series 7
  • Series 66
  • Iowa Life and Health Insurance
  • Bachelor of Science - Business Administration, University of Evansville

Roles & Responsibilities

  • Located in our Iowa office
Erica Rohde

Erica Rohde

Client Service Manager

Paraplanner
More about me...

Contact

erica.rohde@ampf.com

515.207.3410

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Iowa Life and Health Insurance License
Stephanie Fitzgerald

Stephanie Fitzgerald

Administrative Assistant

Marketing Specialist