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.


Our advisors

Todd Mitman

Todd Mitman

Private Wealth Advisor

Learn more about Todd Mitman
Jeremy Reese

Jeremy Reese

Financial Advisor

Learn more about Jeremy Reese
T. Jackson Keenan

T. Jackson Keenan

Financial Advisor

Learn more about T. Jackson Keenan

Our team

Kevin M. Saylor CRPC™

Kevin M. Saylor CRPC™

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Georgia Life, Accident & Sickness License
  • Georgia Variable Products License
  • Chartered Retirement Planning Counselor (CRPC)

Roles & Responsibilities

  • Data Collection
  • Financial Planning Analysis
  • Investment Research
  • Transactions/ Money Movement
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Sherry McFarland

Sherry McFarland

Client Service Manager

Qualifications

  • Series 7
  • Series 66
  • Insurance and Annuity Licensed
  • Over 15 Years Financial Services Experience

Roles & Responsibilities

  • Transactions/Money Movement
  • Relationship Management
  • Client Service
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Bailey Birol

Bailey Birol

Financial Planning Specialist

Roles & Responsibilities

  • Client Reception
  • Client Services
  • Appointment Scheduling
  • Meeting Follow up
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Lois Wiggins

Lois Wiggins

Client Concierge

Roles & Responsibilities

  • Client Receptionist
  • Client Services
  • Operations
  • Appointment Scheduling
  • Client Visit Follow-Up
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Margaret "Meg" Cocroft

Margaret "Meg" Cocroft

Client Concierge

Roles & Responsibilities

  • Client Receptionist
  • Client Services
  • Operations
  • Appointment Scheduling
  • Client Follow Up
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