How we work


The MavenCross Team

MavenCross Wealth Advisors™ represents 138 years of combined advisor experience in financial planning at Ameriprise Financial. Our practice vision is very clear . . . "To be the obvious choice for guiding clients to joyfully steward their resources."

We believe that everyone wants an amazing relationship with a financial advisor, they just don't know where to turn. Our team of advisors shares a passion for helping clients with conviction to plan to achieve their financial goals. When you have the right advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Insurance

Our videos

3 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals