• CFP® Focused Practice

    As a team of CFP ® professionals, we are committed to serving your best interests.

    Meet Our Team
  • Stoutheart Brochure

    Take a look at our brochure to learn more about the services we offer our clients.

    Brochure
  • Congrats Dustin and David!

    Dustin is our new Behavioral Financial Advisor (BFA™), and David passed the APMA™ exam - way to go!

    Our Qualifications

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Top Ratings in the Investment Industry

Our clients and their goals are at the center of all we do. We are proud that Ameriprise Financial has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Learn more: Ameriprise Financial Reviews