How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Matthew Carrier

Matthew Carrier

CFP®, ChFC®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Carrier Visit Matthew Carrier's website
Kelsey Varty

Kelsey Varty

BFA

Financial Advisor

Insurance Specialist
Learn more about Kelsey Varty Visit Kelsey Varty's website

Our team

Kelly Arthur

Kelly Arthur

Financial Planning Specialist,

Client Service Manager

Personal Intro

My husband Mike and I moved to the area about 6 years ago, and currently live in Lake Park, MN. We are kept busy by our little boy, Weston, and our 2 dogs, Louie, and Alex Mack. Outside of work, we enjoy being in the great outdoors, attending sporting events, and traveling.

Qualifications

  • Associate of Arts - Liberal Arts & Sciences
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Savanna Paddock

Savanna Paddock

Executive Assistant,

Practice Manager

Personal Intro

My boyfriend, Ryan, and I recently moved into our first home near Detroit Lakes. There we enjoy spending time with our two dogs, Duke & Kira; and our two horses, Hope & QT. I recently received my Payroll Specialist Diploma from M State in Dec. 2020 and I anticipate receiving my Accounting AAS in May 2022. Outside of Ameriprise, and M State, I enjoy traveling with Ryan, fishing, hunting, and barrel racing with my horses.

Qualifications

  • Payroll Specialist
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