Putting clients first; it’s what we do
Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:
We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.
With the right financial advisor, life can be brilliant.
Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.
Julie is the newest member to our team. She enjoys hiking with her daughter, bowling, and spending time with family.
Kim is an avid UK fan and spends any free time she can find with her daughters, Kaitlyn and Elena.
She also previously served in the Army Reserves (thanks for your service, Kim!).
Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, cross-stitch, and a nice cup of Dunkin' Donuts coffee! But most of all, Mary and her husband Kenny love spending time with their three grandchildren.
Ashley recently graduated from Thomas More University in May of 2020, majoring in Business Administration with a focus on Finance and English.
Corey graduated from Thomas More University in May of 2020, majoring in Business Administration with a concentration in Finance.