Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Investment Management

Awards & recognition

  • Patricia Koogler, Forbes Best-in-State Wealth Advisors, 2023-2024
  • Koogler Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Patricia Koogler, Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Patricia Koogler, Ameriprise Circle of Success, 2018-2023
  • Koogler Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Patricia Koogler, Working Mother Top Wealth Advisor Moms, 2017, 2019-2021
  • Patricia Koogler, Forbes Top Women Wealth Advisors, 2020

Community participation

Feeding America, Blue Ridge Area Food Bank