Our advisors

Jeremy Campbell

Jeremy Campbell

Private Wealth Advisor

Learn more about Jeremy Campbell Visit Jeremy Campbell's website
Jennifer Schroeder

Jennifer Schroeder

Associate Financial Advisor

Learn more about Jennifer Schroeder Visit Jennifer Schroeder's website

Our team

Laurie Donovan

Laurie Donovan

Client Service Manager

Qualifications

  • B.S., Husson University – Business Management
  • Notary Public
  • With Ameriprise since 2013

Roles & Responsibilities

  • Responsible for financial plan delivery and compliance
  • Runs and maintains client service system
  • Coordinates seminars and client appreciation events
  • Manages advisor calendar
  • Conducts transactions on behalf of clients
  • Delegates work and provides feedback to other planning support staff
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Carol Delgado

Carol Delgado

Administrative Assistant

Qualifications

  • With Ameriprise since 2013

Roles & Responsibilities

  • Responsible for administration duties
  • Assists advisor and staff with an array projects
  • Greets clients upon arrival and extends hospitality
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Gina Imprescia

Gina Imprescia

Client Service Specialist