Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Richard Bean

Richard Bean

CFP®

Financial Advisor

Vice President
Visit Richard Bean's website


Team

Carolyn Parks

Carolyn Parks

Client Service Associate

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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