Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Register today

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies

Awards & recognition

  • Plank, Auerbach & Associates, Ameriprise Client Experience Award, 2020-2024
  • Jason Plank, Ameriprise Ultimate Digital Excellence Award, 2021-2024
  • Jason Plank, Forbes Best-in-State Wealth Advisors, 2021-2025
  • Jason Plank, Five Star Wealth Manager, 2012-2026
  • Jason Plank, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Jason Plank, Ameriprise Circle of Success, 2007,2012, 2018-2024
  • Meghan Villanueva, Ameriprise Chairman's Award and Outstanding Leader Award, 2019
  • Jordan Saari, Ameriprise Chairman's Award, 2019
  • Jordan Saari, Ameriprise Circle of Success, 2018
  • Jason Plank, Forbes Top Next-Generation Wealth Advisors, 2018

Honored to receive recognition

Congratulations, Jason Plank, for being included on the 2025 Forbes Best-in-State Wealth Advisors list. All of us at Plank, Auerbach & Associates are proud of this tremendous recognition, as it reflects our shared commitment of providing our clients with advice and support they can count on. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our photos

1 albums
close