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

  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies

Awards & recognition

  • Carl Vincent, Ameriprise Circle of Success, 1995-2002, 2004-2021
  • Carl Vincent, Ameriprise Circle of Success Hall of Fame, 2021

Community participation

We support local charities throughout the year with special emphasis in the Susan G. Komen Race for the Cure, St. Jude Children's Research Hospital, and the SPCA.