Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Ari Spectorman

Ari Spectorman

CFP®, ChFC®, CIMA®

Private Wealth Advisor

Franchise Owner
Learn more about Ari Spectorman
Matthew B Frank

Matthew B Frank

Private Wealth Advisor

Franchise Owner
Learn more about Matthew B Frank
Jeffrey Jacoby

Jeffrey Jacoby

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jeffrey Jacoby
Adam Older

Adam Older

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Adam Older

Our team

Donna Scarpiello

Donna Scarpiello

Client Service Coordinator

Kathy Richmond

Kathy Richmond

Administrative Assistant

Brian Jamison III

Brian Jamison III

Financial Planning Analyst

Qualifications

  • B.A. in Finance and Business Administration, 2020, Muhlenberg College, Muhlenberg, PA
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