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 clients to collaborate with us, 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.

Contact us

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Community participation

As a practice, we seek to be constantly exploring new ways to give back to the community around us. As of July 2010, Private Wealth Advisor Jake T. Bryant has been named to the Board of Directors for the community group called the Children's Restoration Network.