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

James J Beste, Private Wealth Advisor serving the St Cloud, MN area - Ameriprise Advisors

James J Beste

CRPC®

Private Wealth Advisor

Franchise Owner
Learn more about James J Beste Visit James J Beste's website
Jacquelyn Alderman, Financial Advisor serving the St Cloud, MN area - Ameriprise Advisors

Jacquelyn Alderman

M Acc, CPA, APMA®

Financial Advisor

Learn more about Jacquelyn Alderman Visit Jacquelyn Alderman's website

Our team

Lori J. Satterness

Lori J. Satterness

Paraplanner

Qualifications

  • B.S. Degree: Iowa State Univeristy
  • FINRA Series 7
  • FINRA, Series 66
  • MN Life, Health & Variable
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James Alderman

James Alderman

Client Service Manager

Emma Waller

Emma Waller

Financial Planning Assistant