Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Financial Planning for Small Business
  • Wealth Preservation Strategies

Awards & recognition

  • Hourglass Wealth Management, Ameriprise Client Experience Award, 2024, 2025
  • Katie Millar, Ameriprise Circle of Success, 2023-2025