Falcon Ridge Wealth Management

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


Advisors

Bob Welle

Bob Welle

Private Wealth Advisor

Visit Bob Welle's website
Zachary Blalack

Zachary Blalack

Financial Advisor

Visit Zachary Blalack's website

Team

Sheila Hasty

Sheila Hasty

Office Manager,

Administrative Assistant

Qualifications

  • Sheila has over 18 years’ experience within the financial industry as an Administrative Assistant and Office Manager.

Roles & Responsibilities

  • Sheila is the face of our team and will ensure visitors receive a heartwarming welcome whether you visit our office or give us a call. Sheila oversees office operations and procedures.
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Connie Luckman

Connie Luckman

Administrative Assistant

Qualifications

  • Connie has over nine years’ experience within the financial industry as an Administrative Assistant and Scheduling coordinator with Ameriprise.

Roles & Responsibilities

  • Connie excels at customer service and her knowledge of the Ameriprise platform. Connie schedules Bob Welle's appointments.
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Gina Seeley

Gina Seeley

Administrative Assistant

Qualifications

  • Gina has over 10 years’ experience within the financial industry as an Administrative Assistant and 401k Specialist, supporting the financial advisors and the team.

Roles & Responsibilities

  • She is highly motivated and customer service is always a top priority in assisting individual investors and/or 401k groups.
  • Gina has set a foundation of building trust and long-lasting relationships between clients and the firms that we work with. Gina schedules for 401k meetings, Wm Scott Anderson and Zachary Blalack.
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