Team profile


Our Mission

We are dedicated to making every client feel valued and appreciated while helping them achieve their individual financial goals.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Timothy J Gillespie, Ameriprise Circle of Success Diamond Ring, 2020
  • Timothy J Gillespie, Ameriprise Circle of Success, 2009-2023

Community participation

  • St. Charles Parish Finance Committee: Marjorie Gillespie