Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving

Awards & recognition

  • Compass Wealth Partners, Ameriprise Client Experience Award, 2020
  • Steven Ballard, Ameriprise Circle of Success, 2006-2008, 2011-2020
  • Steven Ballard, Ameriprise Circle of Success Diamond Ring, 2020

Community participation

Our volunteer crew at The Gospel Mission in June 2017
Our volunteer crew at The Gospel Mission in June 2017
  • Ameriprise Financial National Day of Service: In 2016, nearly 14,000 volunteers participated in 750 events, coast to coast, helping to sort food donations and prepare meals at Feeding America food banks and other hunger-relief organizations.