Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Investment Management

Awards & recognition

  • Kristi Van Vleck, Forbes Best-in-State Women Wealth Advisors, 2022
  • Pave Advisory Team, Ameriprise Client Experience Award, 2022, 2023

Community participation

Items for Donation on our 2022 Day of Service!
Items for Donation on our 2022 Day of Service!

As a team, we take pride in giving back to our community. This past year we have had the opportunity to be a helping part of many organizations such as Oregon Food Bank, American Red Cross, Bricks for North Marion, Fighting Pretty and Smart Reading. Twice a year we take part in Ameriprise Day of Service where we take a day to give back by volunteering at a local non-profit as a team.

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