Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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, 2016-2022
  • Jared Losing, Ameriprise Circle of Success, 2012-2022
  • 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 2022
National Day of Service 2022

2014-2022 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