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

Awards & recognition

  • Sasa Mirkovic, Forbes Best-in-State Wealth Advisors, 2021-2022
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2021
  • Sasa Mirkovic, Ameriprise Circle of Success, 2009-2021

Community participation

Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®. Since 2010, the Ameriprise National Day of Service has brought advisors, clients and employees together to help end hunger in our communities. Did you know that hunger exists in every county in every state in the United States? In fact, according to the USDA, more than 38 million people, including 12 million children, in the U.S. struggle with hunger.

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

Our photos

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