Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Insurance

Awards & recognition

  • BrickVine Private Wealth, Ameriprise Client Experience Award, 2021-2022
  • BrickVine Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

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