Our advisors

Margaret Kelleher, Financial Advisor serving the Matawan, NJ area - Ameriprise Advisors

Margaret Kelleher

MBA

Financial Advisor

Learn more about Margaret Kelleher Visit Margaret Kelleher's website
Eric Kalma, Private Wealth Advisor serving the Matawan, NJ area - Ameriprise Advisors

Eric Kalma

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Eric Kalma Visit Eric Kalma's website
Christine Fredericks, Financial Advisor serving the Matawan, NJ area - Ameriprise Advisors

Christine Fredericks

Financial Advisor

Learn more about Christine Fredericks Visit Christine Fredericks's website

Our team

Colleen Knueppel

Colleen Knueppel

Operations Specialist

Qualifications

  • 18 years administrative support experience in the Financial Services industry.
  • 14 years experience as a Lead Senior Administrative Assistant with a Fortune 500 company.

Roles & Responsibilities

  • Oversees the care of our clients and maintains those relationships.
  • Schedule client appointments and prepare comprehensive product and portfolio performance for meetings.
  • Assist in the timely execution on all aspects of the practice that are regimented.
  • Maintain compliance with all company policies and procedures.
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