Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Tax Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education

Awards & recognition

  • BOKERN, D'SOUZA & ASSOCIATES, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • BOKERN, D'SOUZA & ASSOCIATES, Ameriprise Client Experience Award, 2020-2023
  • Joss D'Souza, Five Star Wealth Manager, 2018, 2019,2020, 2021, 2022, 2023

Honored to receive recognition

All of us at Bokern, D’Souza & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Bokern, D’Souza & Associates team and the great experience we work so hard to provide for our clients every day.