Our advisors

Brian Gerhardson

Brian Gerhardson

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Brian Gerhardson Visit Brian Gerhardson's website
Erik Kotsopoulos

Erik Kotsopoulos

CFP®

Financial Advisor

Learn more about Erik Kotsopoulos Visit Erik Kotsopoulos's website

Our team

Dana Shonbeck

Dana Shonbeck

Paraplanner,

Financial Planning Analyst

Qualifications

  • Joined Ameriprise Financial in 1998
  • Bachelors Degree, Rochester Institute of Technology, 1986
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