Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Insurance
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Tax Planning Strategies

Awards & recognition

  • Phil Nguyen, Ameriprise Circle of Success, 2018, 2019, 2020, 2021
  • NF Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

Youth Golf Programs

Cops Care Foundation

Avon Brest Cancer Walk

Participated in the St. Victor Parish 2016 Festival!