Team profile


What you can expect when you work with us

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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Dean M Donohue, Forbes Best-in-State Wealth Advisors, 2018-2022
  • Jonathan P Smith, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Dean M Donohue, Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022
  • Dean M Donohue, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Dean M Donohue, Ameriprise Circle of Success Hall of Fame, 2010
  • Dean M Donohue, Ameriprise Chairman's Advisory Council, 2012-2022
  • Dean M Donohue, Ameriprise Circle of Success, 2000-2021
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2021

Community participation

We are proud to serve our community in many ways. Following are a few of the organizations that are near and dear to our hearts.