What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.


Our advisors

Kelly Rach

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Rach Visit Kelly Rach's website
Lorie Kirtz

Lorie Kirtz

Financial Advisor

Learn more about Lorie Kirtz Visit Lorie Kirtz's website
Russell Runck

Russell Runck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Russell Runck Visit Russell Runck's website

Our team

Stacy Rolf

Stacy Rolf

Paraplanner

Amy Rettig

Amy Rettig

Administrative Assistant

Mandy Woltjer

Mandy Woltjer

Administrative Assistant