Our Mission:
Provide financial peace of mind and to assure clients take actions that are aligned with their core values.
Our passion is in our process, and that is to create an enjoyable journey for our clients while ensuring their success.
We are a team with integrity, a supportive culture, a desire to provide meaningful service, and a motivation to be deeply involved in our community.
With over 25 years' experience as a former Financial Advisor at Ameriprise Financial Services, Keith is familiar with both client and advisor needs in the financial industry.
He specializes in understanding what is necessary to grow and stay relevant in the ever-changing financial advising industry.
With more than 20 years of financial services experience, Dawn strives to ensure that our clients’ financial planning needs are handled accurately and inline with the clients' retirement goals. Dawn also leads as our Insurance specialist.
With a strong marketing communications background coupled with more than 10+ years of marketing industry experience, Courtney strives to ensure that our clients receive accurate and timely information through print and digital marketing. She also plans and executes all client events.
Courtney also provides leadership and management to the practice that mirrors the mission and core values of the company.
Danielle's background in Education (Bachelor of Science, LSU) and passion for learning, teaching, and all things technology informs her role as The Cities Group’s Digital Capabilities Specialist. Se can show you and your loved ones how to stay safe online while reaping the benefits of the Ameriprise Secure Site, Total View, and Mobile App.
With a strong background in customer service, Jessica strives to provide exceptional client service. Jessica joins our practice with 15+ years in customer service. She prides herself on her analytical thinking skills and attention to detail. Jessica graduated from Perdue University with a Bachelor's Degree in Business Administration.
Chrissy comes to our team with 25 years of banking and management experience. She excels in managing processes and people, and ensuring we are achieving team goals. She believes that building relationships create a foundation of trust, leading to a successful team. Leadership comes in many different “colors”. With Chrissy's years of experience, she can help identify areas of opportunity from an operational stand point.
Stephanie joins our practice with 10 years of experience in the financial services industry. She prides herself in being detail-oriented and enjoys helping to provide clients with financial freedom. In addition to the wealth of experience that Stephanie brings, she is also motivated to be a part of a larger team and can't wait to grow in her career. Stephanie received her bachelors degree from Drake University.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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