What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Our advisors

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Lori Aest

Lori Aest

Business Development Director

Tami Bretz

Tami Bretz

Client Service Coordinator

Gina Eaton

Gina Eaton

Insurance Specialist

Kelly Fox

Kelly Fox

Receptionist,

Administrative Assistant
Blake Hanacek

Blake Hanacek

Business Development Director

Personal Intro

  • • Masters in Resource Management from The University of British Columbia
  • • Bachelor of Science in Sustainable Resource Economics from The University of British Columbia
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Megan Harris

Megan Harris

Financial Planning Specialist

Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Adam Husa

Adam Husa

Client Service Coordinator

Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Service Specialist

Kayleen Rex

Kayleen Rex

Client Service Coordinator

Alex Riccobono

Alex Riccobono

Investment Specialist

Kristen Moore

Kristen Moore

Client Service Coordinator

Alisa Sands

Alisa Sands

Operations Specialist

Tyler Visten

Tyler Visten

Operations Specialist

Christina Miller

Christina Miller

Receptionist