Planning for a Confident Retirement

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We’re here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.


Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Sustainably Responsible Investing

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Community Participation

We are proud to serve this wonderful region where we live and work. We believe that giving back and volunteering is critical for any community to thrive, and consistently participate in a wide spectrum of local events and fundraisers.

Bill is the current president of Excellence in Education and serves on the Investment Committee for the Tahoe Truckee Community Foundation.

Jessica serves on the Truckee Town Council, and is an active member of the Rotary Club of Truckee, Tahoe Regional Young Professionals, and is a founding member of our local LeanIn Circle Group.

We are proud to be members of the Truckee Chamber of Commerce.

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals