Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Alexander Timpson, Ameriprise Circle of Success, 2020
  • Benjamin Henchel, Ameriprise Circle of Success, 2008, 2018, 2020, 2021
  • Benjamin Henchel, Ultimate Digital Excellence Award, 2021
  • Brendon Porter, AdvisorHub 100 Fast Growing Advisors to Watch, 2022
  • Brendon Porter, Ameriprise Circle of Success, 2020, 2021
  • Brendon Porter, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Brendon Porter, Forbes Best-in-State Wealth Advisors, 2022
  • Brendon Porter, Ultimate Digital Excellence Award, 2021
  • Carol Poulin, Ameriprise Circle of Success, 2015 - 2018
  • Christopher Gagnon, Ultimate Digital Excellence Award, 2021