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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Community participation

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Patrick

  • National Multiple Sclerosis Society Alabama Chapter
  • Court Appointed Special Advocates for Children of Alabama, Board Member

Fergus

  • National Multiple Sclerosis Society Alabama Chapter
  • Indian Springs School Board of Governors
  • Birmingham AIDS Outreach Board of Directors, Member at Large
  • Financial Planning Association of North Alabama, Director of Government Relations
  • St. Andrew's Episcopal Church, Member

Our photos

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