Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Meg Jakubik, Private Wealth Advisor serving the Wayzata, MN area - Ameriprise Advisors

Meg Jakubik

CFP®, CRPC®

Private Wealth Advisor

Learn more about Meg Jakubik
Christine A Ebert, Financial Advisor serving the Wayzata, MN area - Ameriprise Advisors

Christine A Ebert

CFP®, BFA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christine A Ebert

Our team

Rachael M. Peraza

Rachael M. Peraza

Practice Manager

Qualifications

  • 21 years of investment industry experience
  • Series 7 and 63 licensed
  • Minnesota life and health licensed

Roles & Responsibilities

  • Paraplanner
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Stefani Gerczak

Stefani Gerczak

Client Service Manager