With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Jim Rice, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Jim Rice

CFP®, BFA

Private Wealth Advisor

Managing Partner of Cordian Wealth
Learn more about Jim Rice
Meghanne Svatos, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Meghanne Svatos

BFA, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Meghanne Svatos
Nic Gilliam, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Nic Gilliam

BFA, APMA

Financial Advisor

Learn more about Nic Gilliam


Our team

Debbie Rudisill

Debbie Rudisill

Client Service Manager

Rebecca Wisenbaker

Rebecca Wisenbaker

Operations Manager

Tara Henry

Tara Henry

Client Service Manager

Qualifications

  • MSW University at Buffalo
  • BSW Keuka College
  • Notary Public
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Katherine Gibson

Katherine Gibson

Client Service Coordinator