David Gramkow and Curtis Grote began their careers with Ameriprise Financial in 2006. Given the expanding financial services world and clients’ individualized needs, they began working as a team in 2007. They believe a team approach can create a broader and more well-rounded experience for the client. David specializes in financial planning and Curtis in investment management. This multi-faceted approach allows them to better understand each client’s unique situation and can help keep clients on the pathway to help them plan to reach their goals. David and Curtis also manage investments for non-profit endowments.
Jenna Lahann provides client relationship support through managing, gathering, and analyzing client data. Jenna also executes trades and money movements and works with clients on other service requests.
Leah Perry serves as office manager and maintains files and records. Leah also helps prepare preliminary financial plans, executes trades and money movements, and works with clients to schedule meetings.