Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Contact us

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Small Business

Awards & recognition

  • Cornerstone Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Ted Fox, Forbes Best-in-State Wealth Advisors, 2022, 2023
  • Cornerstone Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

A successful volunteer event with clients and staff, this time at Catholic Charities Warming Center
A successful volunteer event with clients and staff, this time at Catholic Charities Warming Center

The team at Cornerstone Advisors of Amerprise Financial is actively involved in the greater Wausau area. Every member of our team volunteers in some capacity in their community, church or school. We believe that community means more than just the place you live, it means giving back and sharing of our time, talents and treasures.

Our photos

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