Our advisors

Dave Moritz, Private Wealth Advisor serving the Parker, CO area - Ameriprise Advisors

Dave Moritz

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Dave Moritz Visit Dave Moritz's website
Dakota Bramhall, Financial Advisor serving the Parker, CO area - Ameriprise Advisors

Dakota Bramhall

MST

Financial Advisor

Learn more about Dakota Bramhall Visit Dakota Bramhall's website

Our team

Tracy Morasco

Tracy Morasco

Paraplanner,

Client Service Specialist

Qualifications

  • Series 7 and 66 securities Licenced
  • CO Health and Life Licensed
  • With Ameriprise since 1998

Roles & Responsibilities

  • Planning Assistant
  • Client Services
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Jennifer Conrad

Client Relationship Manager,

Office Manager