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

Steven Ballard, Private Wealth Advisor serving the Dakota Dunes, SD area - Ameriprise Advisors

Steven Ballard

JD, CRPC, CFP®, AWMA℠, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven Ballard Visit Steven Ballard's website
Steven Nelson, Financial Advisor serving the Dakota Dunes, SD area - Ameriprise Advisors

Steven Nelson

CRPC, AAMS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Steven Nelson Visit Steven Nelson's website

Our team

Kalina Tasy

Kalina Tasy

Client Service Manager

Qualifications

  • Associates in Business Management
  • 10+ years in customer service

Roles & Responsibilities

  • Financial planning support
  • Prep and follow-up for meetings
  • Schedule client appointments
  • Manage calendars for financial advisors
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Betsy Westphal

Betsy Westphal

Paraplanner

Qualifications

  • Series 7 Security Registration
  • Series 66 Security Registration
  • Life and Health Insurance
  • Over 14 years of experience
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