Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Investments
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Small Business
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Jim Rice, Ameriprise Circle of Success, 2015-2020
  • Jim Rice, Five Star Wealth Manager, 2013-2017 & 2019-2021

Community participation

Cordian Wealth - Community participation photo

2016 Ameriprise Day of Service at Charlotte's Second Harvest Food Bank. Thank you to all of the volunteers that joined us to help our community. Looking forward to next year and we hope that you will join us again!

  • Charlotte's Second Harvest Food Bank