Our advisors

Shehzad D. Khan

Shehzad D. Khan

Financial Advisor

Managing Director
Learn more about Shehzad D. Khan Visit Shehzad D. Khan's website
Russell Rosin

Russell Rosin

Financial Advisor

Associate Vice President
Learn more about Russell Rosin Visit Russell Rosin's website
Peggy W Lyon

Peggy W Lyon

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Peggy W Lyon Visit Peggy W Lyon's website

Our team

Carlie Clayton

Carlie Clayton

Client Service Associate,

Operations Specialist

Personal Intro

Carlie has worked with the practice for 13 years. She can help you with scheduling client meetings, answering account questions, and assist with money movement. She can also coordinate events and seminars.

Qualifications

  • Series 7-General Securities Representative
  • Series 63-Uniform Securities Agent State Law
  • Notary for Ameriprise Financial Clients

Roles & Responsibilities

  • Client service needs
  • Appointment scheduling
  • Checks/Wires/ACH Debits/Deposits
  • Forms and paperwork
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