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 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.
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.
Cassie joined the team with a background in operations, customer service, and compliance. She is new to the finance world and eager to learn more about the industry. As the Client Service Specialist Support, she will most likely be the smiling face that greets you when you come into the office, or you might have spoken with her when calling in. She is currently pursuing a B.A. at Western Illinois University.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
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.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.