Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances
  • Employee Stock Options
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Small Business

Awards & recognition

  • Leyden, Thomas & Associates, Ameriprise Client Experience Award, 2020

Community participation

National Day of service 11/10/17
National Day of service 11/10/17

We support and volunteer at a Feeding America member food bank sorting food donations and repackaging bulk food items.

  • Food Bank for the Heartland