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Client Satisfaction 5.0 / 5 rating based on 76 reviews

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Weather uncertainty with personalized advice

Personalized financial advice helps build our clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, OwnPath Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.