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

Shawn Bumgardner, Private Wealth Advisor serving the Southgate, MI area - Ameriprise Advisors

Shawn Bumgardner

ChFC®

Private Wealth Advisor

President of Clear Horizon Wealth Advisors
Learn more about Shawn Bumgardner Visit Shawn Bumgardner's website
Bruce Parmenter, Financial Advisor serving the Southgate, MI area - Ameriprise Advisors

Bruce Parmenter

Financial Advisor

Certified Kingdom Advisor
Learn more about Bruce Parmenter Visit Bruce Parmenter's website
Daniel Lezotte, Financial Advisor serving the Southgate, MI area - Ameriprise Advisors

Daniel Lezotte

CRPC®

Financial Advisor

Learn more about Daniel Lezotte Visit Daniel Lezotte's website

Our team

Jennifer Masterson

Jennifer Masterson

Operations Manager

Paula Sanchez

Paula Sanchez

Administrative Assistant