Our advisors

Our team

Jeanne Preston

Jeanne Preston

Client Relationship Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses
  • Chartered Retirement Planning Counselor℠
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Gathers information to help schedule initial consultations with the advisors
  • Handles incoming client calls and questions.
  • Marketing & Events
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Carrie Chavez

Carrie Chavez

Client Concierge

Roles & Responsibilities

  • Marketing & Event Coordinator
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Adam Patterson

Adam Patterson

Paraplanner,

Insurance Specialist

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Andrew Dressel

Andrew Dressel

Paraplanner,

Chartered Retirement Planning Counselor℠

Qualifications

  • APMA®
  • Holds Series 7, 63,66 and Minnesota Insurance License
  • Licensed in MN, FL, GA, SC, NC, VA, WV, OH, KY, TN

Roles & Responsibilities

  • Manages the client relationship between visits
  • Handles incoming client calls and questions
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Jessica Ruplinger

Jessica Ruplinger

Client Service Specialist

Qualifications

  • Has been with Ameriprise Financial since 2000
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages the client relationship between visits
  • Handles incoming client calls and questions
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Betsy Hagen

Betsy Hagen

Financial Planning Specialist

Qualifications

  • CFP® Certified Financial Planner
  • University of MN -- B.S. in Statistics

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
  • Runs projections for retirement, education funding and investments
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Derek Coulson

Derek Coulson

Financial Planning Specialist

Qualifications

  • University of St. Thomas -- B.A. Business Administration

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
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Sarah Kallevig

Sarah Kallevig

Administrative Assistant

Qualifications

  • Dakota County Technical College -- A.S. in Executive Administration
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management
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Timothy Bourguignon

Timothy Bourguignon

Administrative Assistant

Qualifications

  • University of Florida -- B.A. in Linguistics
  • Rasmussen College -- A.S. in Information Systems

Roles & Responsibilities

  • Scanning, file management, meeting and application prep
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