Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on 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 or contact us for help getting started.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Insurance

Awards & recognition

  • Dan Cary and Associates, Ameriprise Client Experience Award, 2022

Community participation

  • Salvation Army Advisory Board, Lawrence KS