Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Steven L Petersen, Private Wealth Advisor serving the Lakeland, FL area - Ameriprise Advisors

Steven L Petersen

CFP®, ChFC®, CLU®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven L Petersen Visit Steven L Petersen's website
Jeffery Wallace, Financial Advisor serving the Lakeland, FL area - Ameriprise Advisors

Jeffery Wallace

CFP®, ChFC®

Financial Advisor

Chief Operating Officer of Allied Wealth Advisors
Learn more about Jeffery Wallace Visit Jeffery Wallace's website
Mark Sutton, Financial Advisor serving the Lakeland, FL area - Ameriprise Advisors

Mark Sutton

CRPC®, BFA

Financial Advisor

Learn more about Mark Sutton Visit Mark Sutton's website

Our team

Debbie Hamilton

Debbie Hamilton

Receptionist

Michelle O'Mara

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