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

Barbara G Malhoit, Private Wealth Advisor serving the Toledo, OH area - Ameriprise Advisors

Barbara G Malhoit

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barbara G Malhoit Visit Barbara G Malhoit's website
Brandon Perry, Financial Advisor serving the Toledo, OH area - Ameriprise Advisors

Brandon Perry

Financial Advisor

Learn more about Brandon Perry Visit Brandon Perry's website
Ian Malhoit, Financial Advisor serving the Toledo, OH area - Ameriprise Advisors

Ian Malhoit

Financial Advisor

Learn more about Ian Malhoit Visit Ian Malhoit's website

Our team

Darrah Nowak

Administrative Assistant