How we work


What you can expect when you work with us

What you can expect when you work with us
At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.
What you can expect when you work with us

Areas of focus

  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Investment Management
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Employee Stock Options
  • Saving for Education

Community participation

Both Tara and Nick are proud to be Florida State Alumnae.

Our team is very active in the Bay Area with the focus on continuing to grow and give back to our community. Tara is a member of The Junior League of Tampa, Inc. which is an organization of over 2,000 women committed to promoting voluntarism, developing the potential of women, and improving communities through effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable. Nick is a member of Leadership Tampa Bay which engages it's members with businesses and community leaders to enhance knowledge of regional assets and issues.

  • Junior Achievemnt
  • Junior League of Tampa
  • Leadership Tampa Bay
  • United States Central Command
  • The Humane Society of Tampa Bay
  • Habitat For Humanity

Our videos

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Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.