Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Employee Stock Options
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies

Awards & recognition

  • Jeffrey Ellish, Ameriprise Circle of Success Diamond Ring, 2021

Community participation

  • Youth Triathlete Community
  • Boy Scouts of America
  • All Saints' Episcopal Day School