How we work


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

We deliver personalized financial advice to helpyou achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, andin control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Saving for Education

Community participation

West Michigan’s Best and Brightest Companies to Work For® 2017 and 2018

This award recognizes companies for their human resources practices and commitment to their employees.

  • Big Brothers Big Sisters
  • YMCA of Northern Michigan
  • Rotaries of Petoskey, Alpena and Harbor Springs
  • Petoskey Area Hokey Association
  • Salvation Army Angel Tree Toy Drive

Our videos

9 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals