How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Greg Mullaney

Greg Mullaney

CFP®

Private Wealth Advisor

Chief Executive Officer of Somnio Capital Solutions
Learn more about Greg Mullaney Visit Greg Mullaney's website
Colleen Abate

Colleen Abate

CFP®

Financial Advisor

Learn more about Colleen Abate Visit Colleen Abate's website
Greg A Smith

Greg A Smith

Financial Advisor

Learn more about Greg A Smith Visit Greg A Smith's website
Sarah Jane Huelsman

Sarah Jane Huelsman

Financial Advisor

Learn more about Sarah Jane Huelsman Visit Sarah Jane Huelsman's website
Thomas Temeyer

Thomas Temeyer

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Thomas Temeyer Visit Thomas Temeyer's website

Our team

Glenn Barber, CPA

Glenn Barber, CPA

Financial Planning Specialist,

Certified Public Accountant
Kelly Zeller

Kelly Zeller

Practice Manager

Personal Intro

Kelly has been in the Financial Services industry for over 20 years and joined Ameriprise in April of 2016. She was born and raised in Louisville, KY, and is a proud University of Louisville supporter. Kelly is married to her husband, Rob, and they have two daughters, McKenna and Lilly.

View more
Angela Tran

Angela Tran

Client Concierge