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, CKA®, CMFA®

Private Wealth Advisor

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

Laurie Gerdy

CFP®

Private Wealth Advisor

Learn more about Laurie Gerdy Visit Laurie Gerdy's website
Austin Shortreed, Financial Advisor serving the Cortland, OH area - Ameriprise Advisors

Austin Shortreed

CFP®, BFA, CRPC

Financial Advisor

Learn more about Austin Shortreed Visit Austin Shortreed's website


Our team

Melissa Crown

Melissa Crown

Operations Director,

Chief Operating Officer of
Patricia A. Sasse

Patricia A. Sasse

Executive Assistant

Gabby Stoehr

Gabby Stoehr

Client Service Specialist

Claire Donis

Claire Donis

Client Service Specialist

Samantha Katsares

Samantha Katsares

Client Service Specialist

John Smith

John Smith

Financial Planning Specialist