Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Ryan D Murray

Ryan D Murray

CFS®, CRPC®, CAS©, CLTC®, APMA®

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Learn more about Ryan D Murray Visit Ryan D Murray's website
William P Marshall

William P Marshall

CFP®, ChFC®, CLU®, CRPC®, RICP®

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Learn more about William P Marshall Visit William P Marshall's website
Brandon Marshall

Brandon Marshall

CRPC®

Financial Advisor

Learn more about Brandon Marshall Visit Brandon Marshall's website
Brian Lucas

Brian Lucas

CRPC®, APMA®

Financial Advisor

Learn more about Brian Lucas Visit Brian Lucas's website

Our team

Crystal Busse

Crystal Busse

Office Manager

Qualifications

  • National Notary Association
  • Pennsylvania licensed Real Estate agent

Roles & Responsibilities

  • Maintains office services
  • Planning all client events for the year
  • Manage websites while promoting the brand
  • Office operations, procedures and compliance supervision
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Marnie McGarrigle

Marnie McGarrigle

Client Service Coordinator

Laurie Cutlip

Laurie Cutlip

Client Concierge

Roles & Responsibilities

  • First point of contact with clients
  • Confirming appointments with clients
  • Ongoing client communication
  • Maintains incoming paperwork, mail
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Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client Inquiries and tranacations
  • Application processing
  • Client Service
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