Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Daniel Lamb, Financial Advisor serving the Haddon Hgts, NJ area - Ameriprise Advisors

Daniel Lamb

CFP®, CKA®

Financial Advisor

Learn more about Daniel Lamb Visit Daniel Lamb's website
Lee Giobbie, Private Wealth Advisor serving the Haddon Hgts, NJ area - Ameriprise Advisors

Lee Giobbie

CFP®, CFA®, CLTC®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Lee Giobbie Visit Lee Giobbie's website

Our team

Melissa Hartman

Melissa Hartman

Client Service Specialist

Steven Ferrigno

Steven Ferrigno

Client Service Specialist