Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving Strategies
  • Saving for Education
  • Family Finances
  • Social Security Retirement Benefits

Awards & recognition

  • Alchemy Wealth Partners, Ameriprise Client Experience Award, 2025
  • Alchemy Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • Scott R Dagel, Ameriprise Circle of Success, 2009-2025
  • Scott R Dagel, Ameriprise Circle of Success Hall of Fame, 2022
  • Scott R Dagel, Ameriprise Circle of Success Diamond Ring, 2009

Community participation

We are strong supporters of education and community participation. We believe education combined with a strong family structure will provide kids with the tools they need to succeed in the world.