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



Our advisors

Lance Miller, Private Wealth Advisor serving the Apple Valley, MN area - Ameriprise Advisors

Lance Miller

CFP®, AAMS, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance Miller Visit Lance Miller's website

Our team

Amanda Kudalis

Amanda Kudalis

Paraplanner,

Office Manager
Lisa Kwan

Lisa Kwan

Client Service Coordinator,

Administrative Assistant