Team profile


Our Guiding Principles:

We help our clients reach for their dreams through a collaborative advisory relationship with a world class client experience.

  • Clients Come First
  • Family-Focused
  • Integrity Always
  • Excellence through Leadership and Teamwork
  • Pursue Life Balance

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Community participation

Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®. In 2018, with support from employees and advisors, Ameriprise provided more than 8 million meals and nearly 40,000 volunteer hours to hunger-relief organizations across the country. Thank you to everyone who volunteered with us for our Ameriprise National Day of Service. We were part of a nationwide team of 10,000 volunteers. Locally we helped community members by sorting food for the Regional Food Bank of Northeastern NY. Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®.

  • Junior Achievement Volunteer, Board Member (S. Mirkovic)
  • Board Member (S. Mirkovic) Finanacial Planning Assoc. NENY
  • Board Member (L. Mirkovic) Albany Ride for Missing Children
  • Contribute to Ronald McDonald House of the Capital Region
  • Contribute to Regional Food Bank of Northeastern New York
  • Members of Capital Region Regional Chamber of Commerce