How we work


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.

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

6 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals