Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Executive Compensation and Benefit Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies

Awards & recognition

  • Robyn Morton, Five Star Wealth Manager, 2013-2025
  • Kimberly Bourland, Five Star Wealth Manager, 2023-2025
  • Robyn Morton, Forbes Best-in-State Women Wealth Advisors, 2025

Community participation

  • Robyn Morton- World Vision
  • Robyn Morton- The Branch Church