Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, 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 or contact us for help getting started.

Contact us

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • William Grubbs, Ameriprise Circle of Success, 2020 - 2022
  • Evercy Wealth, Ameriprise Client Experience Award, 2020, 2021
  • Evercy Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • William Grubbs, Ameriprise Ultimate Digital Excellence Award, 2022
  • Mike Kennedy, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation