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

Thomas Shortreed, Private Wealth Advisor serving the Cortland, OH area - Ameriprise Advisors

Thomas Shortreed

MBA, CFP®, BFA, CRPC®

Private Wealth Advisor

Franchise Owner
Learn more about Thomas Shortreed
Laurie Gerdy, Private Wealth Advisor serving the Cortland, OH area - Ameriprise Advisors

Laurie Gerdy

CFP®

Private Wealth Advisor

Learn more about Laurie Gerdy
Armand DePaul, Associate Financial Advisor serving the Cortland, OH area - Ameriprise Advisors

Armand DePaul

CRPC®

Associate Financial Advisor

Learn more about Armand DePaul
Ernie Cunningham, Financial Advisor serving the Cortland, OH area - Ameriprise Advisors

Ernie Cunningham

AAMS®

Financial Advisor

Learn more about Ernie Cunningham

Our team

Melissa Crown

Melissa Crown

Operations Director,

Chief Operating Officer
Andrea Shaffer

Andrea Shaffer

Operations Manager

Patricia A. Sasse

Patricia A. Sasse

Executive Assistant

Austin Shorteed

Austin Shorteed

Financial Planning Assistant

Claire Donis

Claire Donis

Client Service Specialist

Gabby Stoehr

Gabby Stoehr

Client Service Specialist