Kindred Wealth

Our Approach

Our mission is built on three principles: Knowledge, Commitment and Service. Simply put, we aspire to provide the resources you need through a long-term financial planning relationship with experienced and knowledgeable advisors to plan for and enjoy a lifetime of tomorrows.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

An alliance with OU Federal Credit Union

As an Ameriprise financial advisor, one of my missions is to support local institutions and businesses in my community. This is why I’m part of the alliance between Ameriprise and OU Federal Credit Union.

Through OU Federal Credit Union’s investment services program, I’m able to collaborate with OU Federal Credit Union’s banking teams, and provide financial and investment planning services to their clients. It’s another way for me to help more individuals and families achieve financial wellness.

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Investment products: Not Federally Insured| No Financial Institution Guarantee | May Lose Value

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)