Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on 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 or contact us for help getting started.

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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, 2020-2023
  • Jason Plank, Forbes Best-in-State Wealth Advisors, 2021, 2022,2023
  • Jason Plank, Five Star Wealth Manager, 2012-2024
  • Jason Plank, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Jason Plank, Ameriprise Circle of Success, 2007,2012, 2018,2019,2020,2021,2022,2023
  • Jordan Saari, Ameriprise Chairman's Award for Excellence Honoree, 2019
  • Jordan Saari, Ameriprise Circle of Success, 2018
  • Jason Plank, Forbes Top Next-Generation Wealth Advisors, 2018

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Jason Plank has been named to the 2023 Forbes Best-in-State Wealth Advisors list. We are so grateful for this honor, for our clients’ trust and for the dedication of the entire Plank, Auerbach & Associates team. This achievement would not have been possible without you.