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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Together, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Through our ongoing relationship, plus secure anytime access to your accounts online, you plan for a more confident financial future.

To get started, request a complimentary initial consultation

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Why Great Oak?

The Great Oak is a symbol of enduring strength and survival. Its roots mirror its branches and stretch as far below the ground as the branches do above.

In addition to qualities representing protection, strength and stability, the oak tree was considered a bearer of good luck, healing and health. We believe your personal and financial growth can be much like the life cycle of a Great Oak.