Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ryan E Anderson, Private Wealth Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Ryan E Anderson

CLTC®, CRPC, APMA

Private Wealth Advisor

Franchise Consultant
Learn more about Ryan E Anderson
Kevin Darrow, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Kevin Darrow

CFP®, CFA®

Financial Advisor

Client Service Manager
Learn more about Kevin Darrow
Brian Becker, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Brian Becker

ChFC®

Financial Advisor

Learn more about Brian Becker
Abraham Robertson, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Abraham Robertson

CFP®, CRPC, CLU®, CLTC®

Financial Advisor

Learn more about Abraham Robertson
Bryan Heinze, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Bryan Heinze

Financial Advisor

Franchise Owner
Learn more about Bryan Heinze
David Browne, Associate Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

David Browne

Associate Financial Advisor

Learn more about David Browne
Eric Fox, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Eric Fox

CFP®, ChFC®, CLU®

Financial Advisor

Managing Partner of Clarity Financial Advisors
Learn more about Eric Fox
John Loveland, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

John Loveland

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Loveland
John R Lung, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

John R Lung

Financial Advisor

Learn more about John R Lung
Leon Carter, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Leon Carter

Financial Advisor

Learn more about Leon Carter
Matt Rolfes, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Matt Rolfes

Financial Advisor

Learn more about Matt Rolfes
Patrick R Convery, Financial Advisor serving the Ann Arbor, MI area - Ameriprise Advisors

Patrick R Convery

CFP®

Financial Advisor

Learn more about Patrick R Convery


Our team

Brandi Harvey

Associate Franchise Consultant,

Chief Operating Officer of
Mark Wishka

Mark Wishka

Business Development Director

Jaime C. Anderson

Jaime C. Anderson

Marketing Manager

Richard Hart

Richard Hart

Paraplanner,

Operations Specialist

Personal Intro

Richard has 17 years financial experience. His interests are:

Martial Arts

Competitive Marksmanship

Cooking

Philosophy and Apologetics

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance
  • Variable Products
View more
James Moran

James Moran

Paraplanner

Tamara Forro'

Tamara Forro'

Office Manager,

Marketing Specialist
Ashley Cannard

Ashley Cannard

Client Service Coordinator

Robyn Megdanoff

Robyn Megdanoff

Client Service Specialist

Rachel Keene

Rachel Keene

Assistant

Jonathon Sermo

Jonathon Sermo

Paraplanner

Anne Mollison

Anne Mollison

Marketing Specialist,

Client Service Coordinator
Lori Reetz

Lori Reetz

Client Service Specialist

Lenell Horton

Client Service Coordinator