Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Larry Hubbard, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Larry Hubbard

CEPA®, APMA®

Financial Advisor

Franchise Owner
Learn more about Larry Hubbard Visit Larry Hubbard's website
Ben Waite, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Ben Waite

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Ben Waite Visit Ben Waite's website
Craig Conner, Private Wealth Advisor serving the Greeley, CO area - Ameriprise Advisors

Craig Conner

CFP®, APMA®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Craig Conner Visit Craig Conner's website
Jade Maasch, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Jade Maasch

APMA®

Financial Advisor

Learn more about Jade Maasch Visit Jade Maasch's website
Jim Glover, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Jim Glover

CFP®, AAMS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Glover Visit Jim Glover's website
Kari A Brown, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Kari A Brown

AAMS®, APMA®

Financial Advisor

Learn more about Kari A Brown Visit Kari A Brown's website
Laura Burback, Financial Advisor serving the Greeley, CO area - Ameriprise Advisors

Laura Burback

AAMS®

Financial Advisor

Learn more about Laura Burback Visit Laura Burback's website

Our team

Carolyn Gattis

Carolyn Gattis

Insurance Specialist,

Paraplanner
Robert Timme

Robert Timme

Operations Director,

Chief Operating Officer
Karen Mannina

Karen Mannina

Office Manager,

Paraplanner
Andra Gentry

Andra Gentry

Client Relationship Manager,

Client Concierge
Jessica Wilkinson

Jessica Wilkinson

Financial Planning Assistant,

Administrative Assistant