Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Stephen Duval, Private Wealth Advisor serving the South Hadley, MA area - Ameriprise Advisors

Stephen Duval

CFP®

Private Wealth Advisor

Chief Executive Officer of Summit House Wealth Partners
Learn more about Stephen Duval
Edward Boscher, Financial Advisor serving the South Hadley, MA area - Ameriprise Advisors

Edward Boscher

CFP®

Financial Advisor

Chief Operating Officer of Summit House Wealth Partners
Learn more about Edward Boscher
Justin Osowiecki, Financial Advisor serving the South Hadley, MA area - Ameriprise Advisors

Justin Osowiecki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Justin Osowiecki
Mike Otto, Financial Advisor serving the South Hadley, MA area - Ameriprise Advisors

Mike Otto

MBA

Financial Advisor

Learn more about Mike Otto

Our team

Patricia Belanger

Patricia Belanger

Operations Manager,

Financial Planning Assistant

Qualifications

  • Worked in Financial Industry for 21 years. Series 7, 63 and 65 registrations.

Roles & Responsibilities

  • Can accept trade requests
  • Problem resolution
  • Manages day to day staff activities
  • Process money movement requests
  • Beneficiary update
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Jim Lucey

Jim Lucey

Client Service Specialist

Qualifications

  • Master of Library and Information Science (MLIS)

Roles & Responsibilities

  • Secure Web site concierge
  • Ameriprise Mobile app support
  • Process Money movement requests
  • Assists with transferring funds to your Ameriprise accounts
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Deb Whalen

Deb Whalen

Administrative Assistant,

Client Relationship Specialist

Qualifications

  • 20+ years experience

Roles & Responsibilities

  • Scheduling
  • Client events
  • Form requests
  • Update client information
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