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 us to collaborate, 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.

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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving

Awards & recognition

  • The Executive Wealth Group, Ameriprise Client Experience Award, 2020-2023
  • Nick Dematteis, Ameriprise Circle of Success, 2021-2023
  • Nick Dematteis, Ameriprise Ultimate Digital Excellence Award, 2021

Mission Statement

Our mission is to provide clients with an action plan to achieve their financial goals while providing 5-star service.