Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Daniel Bickerstaff

Daniel Bickerstaff

CFP®, ChFC®, APMA®

Financial Advisor

Learn more about Daniel Bickerstaff Visit Daniel Bickerstaff's website
Beau Brock

Beau Brock

MBA, CFP®

Financial Advisor

Learn more about Beau Brock Visit Beau Brock's website
Brandt Brock

Brandt Brock

CFP®, ChFC®, FSA, MAAA

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Brandt Brock Visit Brandt Brock's website

Our team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Ana Brennan

Ana Brennan

Client Service Specialist

Whitley Doss

Whitley Doss

Receptionist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Diana Idleman

Diana Idleman

Administrative Assistant

Bethany Kelley

Bethany Kelley

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager