Our advisors

Our team

Betty J. Bee

Betty J. Bee

Paraplanner,

Client Relationship Manager

Qualifications

  • Series 7, 65, 66
  • MD Life, Accident and Health
  • Bachelor of Music Education, Shenandoah University
  • 20 years’ experience with Ameriprise Financial

Roles & Responsibilities

  • Client Experience Specialist
  • Business Processing
  • Meeting Preparation and Follow-up
  • Advisor Support
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Ashlyn Cole

Ashlyn Cole

Office Manager,

Client Service Coordinator

Personal Intro

Ashlyn is a graduate of Johnson University. She has been associated with Ameriprise since 2018. Ashlyn is married to Sean and enjoys traveling, volunteering, and playing with her dog, Knox.

Qualifications

  • Bachelor of Science in Human Services, Johnson University

Roles & Responsibilities

  • Calendar and Communication Manager
  • Visit Preparation
  • Making Clients feel at Home
  • Marketing and Event Planning Support
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