What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.


Our advisors

Lon Jury

Lon Jury

CFP®, APMA®, ChFC®, CLU®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lon Jury Visit Lon Jury's website
Jonas Kauffman

Jonas Kauffman

CFP®, MS, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonas Kauffman Visit Jonas Kauffman's website
Lucas Kauffman

Lucas Kauffman

CRPS®, AWMA®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Lucas Kauffman Visit Lucas Kauffman's website
Scott Bechtold

Scott Bechtold

APMA®, CRPC®, ChFC®, CLU®, CFS®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Scott Bechtold Visit Scott Bechtold's website
Jim Davis

Jim Davis

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jim Davis Visit Jim Davis's website
Charles Walp

Charles Walp

CFP®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Walp Visit Charles Walp's website
Rick Morris

Rick Morris

JD, CFP®, CRPC®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rick Morris Visit Rick Morris's website
Lee Walp

Lee Walp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lee Walp Visit Lee Walp's website
James Keim

James Keim

CFS®, CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about James Keim Visit James Keim's website
Jacqueline Nonnemacher

Jacqueline Nonnemacher

CFS®

Financial Advisor

Learn more about Jacqueline Nonnemacher Visit Jacqueline Nonnemacher's website
Jay Rhoads

Jay Rhoads

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Jay Rhoads Visit Jay Rhoads's website
Cindy Beyerlein

Cindy Beyerlein

Financial Advisor

Learn more about Cindy Beyerlein Visit Cindy Beyerlein's website
Tim Nuttle

Tim Nuttle

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tim Nuttle Visit Tim Nuttle's website

Our team

Trish Greising

Trish Greising

Operations Director

Jenn Scheetz

Jenn Scheetz

Client Service Manager,

Marketing Specialist
Trent Trueper

Trent Trueper

Financial Planning Analyst,

Client Relationship Manager
Michelle McGovern

Michelle McGovern

Client Service Specialist

Lillian Handler

Lillian Handler

Client Service Coordinator

Ashley Woodward

Ashley Woodward

Client Service Coordinator

Joel Reid

Joel Reid

Client Service Specialist