Denison Financial Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

Advising Medical and Technical Professionals and Families for 19 Years

  • Connect with Us

    Whether just getting started in your career, nearing or in retirement, connect with us.

    Connect with Us
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
    Refer us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Advising Clients and Families Like Us

As a female financial advisor who has worked in both the technical, manufacturing and financial industries, it makes good sense that my team and I work with clients and families who are like us - who often speak the same language, share the same concerns and understanding. Our industry clients include: young IT, electrical, chemical and process engineers, project and operations managers, manufacturing executives, and technical sales and solutions experts. Our healthcare and medical clients include: medical residents, staff physicians, private practitioners, RNs, pharmaceutical and medical device experts as well as pharmacists. Each client family is unique. I offer personalized financial planning and advice to assist my clients in preparing for the unexpected and retiring on their own terms.

Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

Our videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)