We approach complex financial situations with understanding, insight, and discernment to help our clients achieve greater 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 Paraplanner, plays a critical role in helping to coordinate client service activities with a focus on delivering the ultimate client experience. The paraplanner 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.
Raquel 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. Raquel serves the client to ensure an exceptional client experience is achieved.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2023 Ameriprise Financial, Inc.