Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance

Awards & recognition

  • Jared Losing, Barron’s Top 1,200 Financial Advisors, 2016-2021
  • Jared Losing, Ameriprise Circle of Success, 2012-2020
  • Jared Losing, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Josiah Nelson, Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

National Day of Service 2019
National Day of Service 2019

2014-2019 Our team, along with family members and clients have made it an annual tradition of volunteering for the Montana Food Bank Network in Missoula for the Ameriprise National Day of Service