Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Bryan Grisak, Private Wealth Advisor serving the Blue Ash, OH area - Ameriprise Advisors

Bryan Grisak

CFP®, BFA, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Grisak Visit Bryan Grisak's website
Joseph Shults, Financial Advisor serving the Blue Ash, OH area - Ameriprise Advisors

Joseph Shults

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joseph Shults Visit Joseph Shults's website

Our team

Therese Shumate

Therese Shumate

Client Concierge

Jessica Grisak

Jessica Grisak

Operations Director