How we work


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

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
  • Sustainable and Responsible Investing

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.

Our videos

12 videos

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