Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans

Awards & recognition

  • Michael T Pfeffer, Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation

Several years ago, our Practice began a partnership with the St. Charles Parish Department of Community Services in conjunction with our Ameriprise National Day of Service and their Thanksgiving Basket Outreach Project. The Department of Community Services helps our community in a number of ways, including an ongoing food bank that is supported by Second Harvest.

  • Boy Scouts of America
  • Second Harvest Food Bank