Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

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

Awards & recognition

  • Lee Giobbie, Ameriprise Circle of Success, 2022
  • Stewardship Financial Services, Ameriprise Client Experience Award, 2022

Community participation

We believe being a good steward means we should give generously, both of our time and our money. Even in the richest country in the world, there are people all around us who have fallen on hard times. For Stewardship Financial Services, we believe it is our responsibility to do our part to help those who have found themselves in a tough spot.

Over the years, we’ve supported a number of charities simply so that we can play our role in serving those in need. Currently, we are working with the following organizations and invite you to check out these and other organizations in your area if you are looking for a way to bless others.