Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Awards & recognition

  • Bobby Swoboda, Five Star Wealth Manager, 2015-2024

Honored to receive industry recognition

All of us at NextStage Financial Group are excited to announce that our colleague, Bobby Swoboda, was named a 2024 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the NextStage Financial Group team and the great experience we work so hard to provide for our clients every day.