Our advisors

Matthew Daugherty, Private Wealth Advisor serving the Westlake, OH area - Ameriprise Advisors

Matthew Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Daugherty
Mike Daugherty, Private Wealth Advisor serving the Westlake, OH area - Ameriprise Advisors

Mike Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mike Daugherty
Scott Sieverts, Private Wealth Advisor serving the Westlake, OH area - Ameriprise Advisors

Scott Sieverts

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Sieverts
Matt Gottshall, Financial Advisor serving the Westlake, OH area - Ameriprise Advisors

Matt Gottshall

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matt Gottshall
Roger Potter, Financial Advisor serving the Westlake, OH area - Ameriprise Advisors

Roger Potter

CRPC®, CKA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Roger Potter
Timothy Valentine, Associate Financial Advisor serving the Westlake, OH area - Ameriprise Advisors

Timothy Valentine

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Valentine

Our team

Ann Oldaker

Ann Oldaker

Client Service Specialist,

Administrative Assistant
Angela Gottshall

Angela Gottshall

Client Service Specialist,

Administrative Assistant
Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Nancy Jo Ragon

Nancy Jo Ragon

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