Team profile

Build confidence in your financial future

 Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Kristy L Reed, Forbes Best-in-State Wealth Advisors, 2021
  • Kristy L Reed, Forbes Top Women Wealth Advisors, 2021
  • Sky's Edge Wealth, Ameriprise Client Experience Award, 2020
  • Sean S Wayne, Ameriprise Circle of Success, 2011, 2012, 2014-2019

Community participation