Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Charitable Giving
  • Intergenerational Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing

Awards & recognition

  • Jeff Toadvine, Ameriprise Circle of Success, 2022
  • Sound Directions Wealth Advisors, Ameriprise Client Experience Award, 2021-2022

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors at Work.

Howard Phillips for Children and Families