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

Michele R Morgan

Michele R Morgan

Financial Advisor

Vice President
Learn more about Michele R Morgan
Thomas G Townsend

Thomas G Townsend

Financial Advisor

Managing Director
Learn more about Thomas G Townsend

Our team

Trina Colley

Trina Colley

Client Service Associate