Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Jonathan Ingalls

Jonathan Ingalls

CFP®, APMA, CRPC

Associate Manager

Managing Director
Learn more about Jonathan Ingalls Visit Jonathan Ingalls's website
Advisor photo for Michael Snow

Michael Snow

Financial Advisor

Vice President
Learn more about Michael Snow Visit Michael Snow's website
Advisor photo for Billy Grant

Billy Grant

CFP®, APMA, CRPC

Financial Advisor

Vice President
Learn more about Billy Grant Visit Billy Grant's website


Our team

Manny Negron

Manny Negron

Registered Client Service Associate,

Practice Manager

Personal Intro

Manny has been with Ameriprise since 2012.

Qualifications

  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Annuities, Life, Accident, Health Insurance Licenses
  • University of Connecticut, BS, 2010
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Sandra Cassidy

Sandra Cassidy

Operations Leader

Frances Guerrette

Frances Guerrette

Registered Client Service Associate

Personal Intro

  • Education: Fairfield University, B.A. Economics
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Tracy Bottone

Tracy Bottone

Lead Client Service Associate,

Marketing Specialist

Roles & Responsibilities

  • Administrative Assistant
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