What you can expect when you work with us

At Ameriprise, 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.

Feel confident about your financial future.


Our advisors

Our team

Richard Gross

Richard Gross

Business Development Director

Lisa Day

Lisa Day

Operations Specialist,

Client Service Manager
Jennifer Kakalecik

Jennifer Kakalecik

Client Relationship Manager

Rose Yago

Rose Yago

Marketing Specialist

Cynthia Pearson

Cynthia Pearson

Client Service Coordinator

Dawn Sellner

Dawn Sellner

Client Service Coordinator