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Putting clients first; it’s what we do

We’re proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. We provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.
It’s our honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:
• Understands me and shares my values
• Investment ideas are knowledgeable, timely and tactical
• Explains things in understandable terms
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Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Cordian Wealth™ on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!