Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Shannon Klug, Ameriprise Circle of Success Diamond Ring, 2021

Community participation

Each year around the holidays we do a fundraiser in lieu of giving holiday gifts. Giving back warms the heart and we encourage our clients, friends, and family to join in on our holiday fundraiser. In 2020, our goal was to raise money for the St. Jude Children’s Research Hospital to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of the founder Danny Thomas, no child is denied treatment based on race, religion or a family’s ability to pay. Our goal was to raise $2,000 and we achieved that and more by raising $3,630.