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.


Advisors

Joseph Lee Silva

Joseph Lee Silva

Private Wealth Advisor

Visit Joseph Lee Silva's website
Agata Kubis

Agata Kubis

Financial Advisor

Visit Agata Kubis's website

Team

Jennifer Jones

Jennifer Jones

Financial Planning Specialist

Roles & Responsibilities

  • My expertise is in financial planning and I assist advisors in:
  • Financial plan delivery and compliance
  • Financial plan data gathering and analysis
View more
Nicole D. Shaw

Nicole D. Shaw

Client Service Specialist

Roles & Responsibilities

  • I am responsible for client meeting preparation as well as:
  • Application Processing
  • Estate Settlements
  • Account Service & Inquiries
  • Money Movement
View more
Veronica Hernandez

Veronica Hernandez

Client Concierge

Roles & Responsibilities

  • I help clients feel at home when they arrive at our office. My main responsibilities are:
  • Scheduling client appointments
  • Assisting with office operations
  • Event and marketing coordinating
View more
Ellie Baker

Ellie Baker

Financial Planning Specialist

Roles & Responsibilities

  • My expertise is in financial planning and I assist advisors in:
  • Financial plan delivery and compliance
  • Financial plan data gathering and analysis
View more