We help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Integrated Team Approach.
Kristi plays a critical role in supporting the internal and external communication for the practice. Her role is to ensure our clients, vendors, and community members receive an excellent experience every time they initiate contact with our practice. Kristi also engages with each employee to support the human resources needs of the team.
Chris’s role is important in the establishment of a positive client experience every time a client comes into the office. Chris is usually the first person to interface with clients; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.
Aaron is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.
Dena, as a paraplanner, is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Dena serves the client to ensure an exceptional client experience is achieved.
Mandi, as a Client Service Specialist, plays a critical role in helping to coordinate client service activities with a focus on delivering the ultimate client experience. The CSS will engage in these activities on a daily basis with a specific emphasis on how to best serve clients. This role necessitates exceptional follow up skills and highly effective social skills.
Danielle, as the Marketing Specialist, will assist in the execution of effective marketing strategies and messaging to communicate Discerning Wealth's distinctive value proposition and unique financial planning process to prospects and clients. This role serves as a first point of contact with prospects to guide them through the financial planning process and initiate connection to our integrated team.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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Direct URL to this form: https://www.ameripriseadvisors.com/team/discerning-wealth/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
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We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
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If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting us to help you achieve your financial goals.
The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/team/discerning-wealth/?openFormModal=referral
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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