With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

James M Richardson, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

James M Richardson

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James M Richardson Visit James M Richardson's website
Rebecca Tolbert, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Rebecca Tolbert

CRPC®, APMA®, AAMS®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rebecca Tolbert Visit Rebecca Tolbert's website
Timothy Rutt, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Timothy Rutt

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Rutt Visit Timothy Rutt's website
William A Bagby, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

William A Bagby

Financial Advisor

Associate Vice President
Learn more about William A Bagby Visit William A Bagby's website

Our team

Marlene Schneider, CRPC

Marlene Schneider, CRPC

Financial Planning Analyst,

Chartered Retirement Planning Counselor℠

Qualifications

  • Designation: CRPC
  • Series 7 and 66 Licenses
  • Life, Health and Variable Annuity License
  • Medicare Supplement and Long Term Care License
  • Bloomsburg University of Pennsylvania

Roles & Responsibilities

  • Financial Statement Analysis & Reporting
  • Financial Product Application Development, Review, & Status Management
  • Equity & Fixed Income Trade Production
  • Client On-Boarding Assistance
  • Client Concierge Assistance
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Bishana Shipp

Bishana Shipp

Marketing Manager,

Client Relationship Specialist

Qualifications

  • Certification: Inbound Marketing & Email Marketing
  • Certification: Content Marketing & Social Media
  • University of North Carolina at Charlotte (BA)

Roles & Responsibilities

  • Brand Development
  • Advertising & Promotions
  • Website & Social Media
  • Webinars
  • Public Relations
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Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Monday through Thursday: Centralized Point of Contact for Clients
  • Advisor Calendar Management
  • Greets Clients and Visitors via Telephone and In-Person
  • Administrative Tasks
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