Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Family Finances
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits

Community participation

Participating in Ameriprise National Day of Service at Hidden Valley Camp in Lawrence, KS.
Participating in Ameriprise National Day of Service at Hidden Valley Camp in Lawrence, KS.

United Way of Douglas County
Just Food - Lawrence, KS
Toys for Tots - Lawrence, KS
Lawrence Chamber of Commerce
Walk to End Alzheimer's - Lawrence, KS
Leadership Lawrence (Mandy Denton, Class of 2018; Scott Solomon, Class of 2019)
Lawrence Chamber Envoys (Mandy Denton)
Cooper's Cause Foundation "Cooper's Couture" Event Committee (Mandy Denton)
READ Lawrence (Mandy Denton)
The Sandbar (Mandy Denton)
Habitat for Humanity - Lawrence, KS (Rosie Robertson)
Big Brothers Big Sisters - Lawrence, KS (Rosie Robertson)
St. John's UCC (Rosie Robertson)