Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Small Business
  • Investment Management
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Awards & recognition

  • Anita Miller, Ameriprise Circle of Success, 2019, 2020
  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020