What you can expect when you work with us

At Ameriprise, 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.

Feel confident about your financial future.


Our advisors

Cole Parlin

Cole Parlin

Financial Advisor

Learn more about Cole Parlin
Paul Fragala

Paul Fragala

Private Wealth Advisor

Learn more about Paul Fragala
Darlene Ouellette

Darlene Ouellette

Associate Financial Advisor

Learn more about Darlene Ouellette

Our team

Denise Balaguer

Denise Balaguer

Operations Manager

Roles & Responsibilities

  • Responsible for office management, human resources, employee relations and management, marketing and client events.
View more
Nataliya Orbite

Nataliya Orbite

Investment Specialist

Roles & Responsibilities

  • Responsible for projects related to Investment Management, the client experience, supporting client service efforts including meeting preparation, trades and transactions.
View more
Ashley Andrade

Ashley Andrade

Administrative Assistant

Roles & Responsibilities

  • Responsible for scheduling appointments, meeting preparation and resolving client service needs.
View more
Rhonda Rubin

Rhonda Rubin

Client Concierge

Roles & Responsibilities

  • Responsible for on-going contacts with our clients, scheduling meetings, meeting prep, client service support and marketing.
View more