Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

Advisor photo for Kerry B Kennedy

Kerry B Kennedy

CKA®, ChFC®, CASL®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Kerry B Kennedy Visit Kerry B Kennedy's website
Advisor photo for Karl Youmans

Karl Youmans

CPA

Financial Advisor

Certified Public Accountant
Learn more about Karl Youmans Visit Karl Youmans's website
Advisor photo for Foster Lytle

Foster Lytle

Financial Advisor

Learn more about Foster Lytle Visit Foster Lytle's website


Our team

Cheryl A. Bledsoe

Operations Specialist

Personal Intro

Cheryl has been in the financial industry for over 37 years with 22 of those years with Ameriprise.

Roles & Responsibilities

  • Cheryl oversees the compliance aspects of our operation, executes our large estate settlement cases and carry's out special projects.
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Jamie L. Chase

Client Relationship Manager

Qualifications

  • Jamie joined our team in 2018. She brings with her 20 years of professional background with 12 of those years specializing in Human Resources.

Roles & Responsibilities

  • Jamie manages and oversees the administrative and customer service aspects of our operation. She supports our financial advisors and provides excellent care to our clients.
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Kiara Chase

Administrative Assistant

Qualifications

  • Kiara is a 22 yr old college student working toward her PHD as a Veterinarian. While going to school, she is interning with Ameriprise while also continuing to work for her local animal clinic.

Roles & Responsibilities

  • Kiara is a talented administrative assistant with experience in problem solving and a driven professional always willing to support our clients and advisors.
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