Our Approach

Putting clients first; it’s what we do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

• “Understands me and shares my values”

• “Explains things in understandable terms”

• “Has defined, repeatable processes for producing results”

• Has “knowledgeable, timely and tactical” investment ideas

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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Background and qualification information is available at FINRA's BrokerCheck website

 
 

What's in a name?

Our team name, RidgePoint Financial Partners™, has a profound meaning for us. The “Ridge” is the narrow part of a mountain and requires careful navigation; this was symbolic of the goals we help our clients achieve- like retirement or education, for example. The “Point” is an actionable word; we help “Point” our clients in the right direction on their journey to the “Ridge”, the goal. “Financial Partners;” we will work with you in your quest to achieve your financial goals and here to help you in whatever way we can. The word “partner” is defined: a person who takes part in an undertaking with another or others. We are on this journey together and glad to be with you every step of the way.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)