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

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Income Strategies

Awards & recognition

  • Fieldstone Private Wealth, Ameriprise Client Experience Award, 2021

Community participation

2019 Ameriprise National Day of Service
2019 Ameriprise National Day of Service

As an office we volunteer and help throughout the year with events that benefit:

  • Brockport Lions Club
  • Genesee County Habitat for Humanity
  • Oakfield Alabama Dollars for Scholars
  • Batavia Rotary
  • Crossroads House
  • United Memorial Medical Center Foundation
  • GoArt
  • Genesee County Ducks Unlimited
  • Brockport Food Shelf
  • Genesee County CASA
  • Spencerport Baseball Parent Committee

Our Motto

Do the right thing and the rest will follow!