How we work


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Community participation

We also support programs at the NE Indiana Girls On The Run, Bishop Luers and Bishop Dwenger high schools, St. Mary's Soup kitchen, and United Way of Wells County.

  • Community Harvest Food Bank, Feeding America Partner
  • PBS Channel-39 Programming
  • Executive Women's Golf Association Sponsor
  • Wellspring Interfaith Social Services, Inc. Supporter
  • Fort Wayne Civic Theatre 2018-19 Season Sponsor
  • NE Indiana Public Radio WBOI

Our videos

10 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals