With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Scott Smith, Private Wealth Advisor serving the South Bend, IN area - Ameriprise Advisors

Scott Smith

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Smith Visit Scott Smith's website
Lisa Sharpe, Financial Advisor serving the South Bend, IN area - Ameriprise Advisors

Lisa Sharpe

Financial Advisor

Learn more about Lisa Sharpe Visit Lisa Sharpe's website

Our team

Tara Smith

Tara Smith

Operations Manager

Carrie Weddle

Carrie Weddle

Client Service Specialist

Jennifer DeHart

Jennifer DeHart

Executive Assistant