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
  • Investment Management
  • Intergenerational Planning
  • Divorce Financial Planning
  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits

Awards & recognition

  • GenVest Strategy Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Thomas S Robbins, Five Star Wealth Manager, 2014, 2016, 2019, 2020, 2022
  • GenVest Strategy Group, Ameriprise Client Experience Award, 2020, 2021

Community participation

GenVest Strategy Group - Community participation photo

CityTeam - we sponsor a collection of donations of needed items at our annual client event.