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

Karen D Higgins, Private Wealth Advisor serving the Richmond, VA area - Ameriprise Advisors

Karen D Higgins

APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Karen D Higgins Visit Karen D Higgins's website
Bill Horan, Financial Advisor serving the Richmond, VA area - Ameriprise Advisors

Bill Horan

Financial Advisor

Vice President
Learn more about Bill Horan Visit Bill Horan's website

Our team

Patricia Jorgensen

Patricia Jorgensen

Client Service Associate

Kim McCauley

Kim McCauley

Registered Client Service Associate

Benee Marshall

Benee Marshall

Registered Client Service Associate

Qualifications

  • Series 7, 24,51,65, 66 Virginia Life, Health and Variable Annuities License, and Long Term Care
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