Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Dusti Calander, Forbes Best-in-State Women Wealth Advisors, 2022
  • Dusti Calander, Ameriprise Circle of Success, 2011-2013, 2018-2021
  • Dusti Calander, Ultimate Digital Excellence Award, 2021
  • Dusti Calander, Forbes Top Women Wealth Advisors, 2020
  • Dusti Calander, Ameriprise Client Experience Award, 2020
  • Dusti Calander, Five Star Wealth Manager, 2012-2020
  • Dusti Calander, Forbes Top Next-Generation Wealth Advisors, 2018