Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Since 1987, Chandra has been dedicated to helping our clients. Chandra is in charge of client assistance and the responsible for making sure the needs and requests of every client are met to the fullest. Chandra works closely with The Filla Latzke Group's Financial Advisors to help our clients reach their financial goal. A personalized approach for each and every client and their needs is Chandra's trademark.
Since 1996, Dawn has been utilizing her extensive background in financial services. Dawn facilitates the business development needs of our team. She looks for ways to improve communication with our existing clients as well as new clients by planning and managing client events and seminars and developing team materials. Dawn also oversees The Filla Latzke Group's website and assists clients with their internet needs.
Brandon, our newest team member, joined Ameriprise in 2024. He brings to the team a passion for assisting clients through changing markets and technology. He is responsible for maintaining detailed client information and sending up to date documentation and information to clients to best suit their needs. When working with Brandon you can expect efficiency, patience, and unwavering optimism.
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