Cordian Wealth: An Ameriprise private wealth advisory practice serving the Charlotte, NC area.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We're proud to be financial advisors and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We're happy to meet for a complimentary initial consultation whenever it’s convenient for you.

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Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Cordian Wealth™ on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Our videos

10 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)