Our financial advice team

Joel has been with Ameriprise for over 18 years and serves as our Investments Manager. He enjoys spending time with his nieces and takes pride in a friendly competition with his neighbor for the best lawn. His commitment and experience make him a trusted leader on our team.

Renee has been with Ameriprise for two years and brings a warm, steady presence to the team. Outside of work, she enjoys playing with her dog, spending time outdoors, and reading. A fun fact about her: she recently rescued a puppy, and it’s been a beloved part of her life ever since.

Kelly has been in the industry for 5.5 years. She loves building client relationships and enjoys traveling, trying new restaurants, and spending time with her dogs. Despite being afraid of heights, she has gone skydiving—and would do it again. She’s passionate about helping people in any way she can.

Sherry has been in the industry for 29 years. She enjoys hiking, traveling, interior design, art exhibits, concerts, sunbathing, and cheering on OSU football. She has three sons and loves visiting the Franklin Park Conservatory and Dirty Frank’s Hot Dog Palace with her fiance.

Tyler has been in the industry for two years and brings energy and creativity to the team as our Marketing Manager, leading events, social media, and all things fun in the office. Outside of work, she runs her own custom cake business and enjoys spending time with her friends and family.

Mandi has been in the industry for 12 years and brings deep experience to the team. Outside of work, she loves spending time with her kids and going on fun vacations, and she can usually be found courtside cheering at her son’s basketball games. A fun fact: she was a makeup artist after college and even did bridal makeup for weddings.

Cathy has been with Ameriprise for 3 years and is proud to be part of the Bluffton community. You can often spot her enjoying lunchtime walks downtown. She loves spending time with her kids and grandkids, going camping, and—according to her coworkers—always has the best stories to share.

Michele has been in the industry for a year and brings great energy to the team. Outside of work, she’s a foodie who loves trying new restaurants. Much of her time is spent being a mom to her 13‑year‑old twin girls and supporting their many activities. She also enjoys reading, time with close friends, and doing her nails as a creative outlet. A fun fact: she has a ferret named Snickers who thinks she’s one of the cats.

Katherine is in her first year in the industry after spending seven years as a teacher and is grateful to have found her place at ClearCourse. Outside of work, she enjoys time with family and friends and loves being an aunt to her nephews, Beckett and Hayes. She also adores her dog, Izzy. Fun Fact: her favorite food is sushi and will never turn down a good roll.

Zach is in his first year in the industry and hopes to become a financial advisor one day, following in his dad’s footsteps. He loves fly‑fishing, golfing, and watching football games. A fun fact: he’s even hit golf balls with NFL legend Larry Fitzgerald. His enthusiasm and drive make him a great addition to the team.