Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
close
View Larger
Alli oversees the operations for the practice and our financial planning processes.
CFP® Professional
Sophie assists with our financial planning and operations.
Series 7, Series 66, Life and Health Insurance License
APMA™
CRPC™
Michele serves as Client Service Coordinator and is responsible for all business processing and coordinating any paperwork with our clients.
Krista manages all client service requirements for Scott, including his scheduling and paperwork.
Diana is a licensed Client Service Specialist and is responsible for implementing trades and transactions, as well as rebalancing our in-house portfolio models that we manage for many of our clients.
Patrice manages all client service aspects for Jim and Jenna.
Julie is the warm and friendly person who greets you upon entering our Merrillville, IN location. Julie uses her hospitality gifts to welcome our clients and also manages the event coordination for the office.
Carly helps with financial planning and preparing for meetings and sits in on meetings to assist advisors.
Cameron helps with financial planning and preparing for meetings, and sits in on meetings to assist advisors.
Jordan helps with financial planning and preparing for meetings, and sits in on meetings to assist advisors.
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2025 Ameriprise Financial, Inc.