Team profile


What you can expect when you work with us

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Small Business
  • Tax Planning Strategies
  • Saving for Education

Awards & recognition

  • Stoutheart Financial Group, Ameriprise Client Experience Award, 2021 - 2023
  • Lori Richardson, Ameriprise Circle of Success, 2017 - 2023

Community participation

Stoutheart Financial Group - Community participation photo

Our Qualifications

Below is a list of the various designations held by our advisors and team. For more information about individual credentials, visit the "our financial advice team" tab.

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • FPQP™ Financial Paraplanner Qualified Professional