Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ryan P Lambert, Private Wealth Advisor serving the Latham, NY area - Ameriprise Advisors

Ryan P Lambert

Private Wealth Advisor

Founder of Three Buckets Wealth Management
Learn more about Ryan P Lambert
Mark Wells, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

Mark Wells

CFP®

Financial Advisor

Managing Director of Three Buckets Wealth Management
Learn more about Mark Wells
James L Phillips, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

James L Phillips

Financial Advisor

Senior Vice President of Three Buckets Wealth Management
Learn more about James L Phillips
Daniel Miller, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

Daniel Miller

Financial Advisor

Managing Director of Three Buckets Wealth Management
Learn more about Daniel Miller
Douglas Kelly, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

Douglas Kelly

Financial Advisor

Learn more about Douglas Kelly
Mike Ferraro, Financial Consultant serving the Latham, NY area - Ameriprise Advisors

Mike Ferraro

Financial Consultant

Learn more about Mike Ferraro

Our team

Lauren Mueller

Lauren Mueller

Operations Director

Personal Intro

Lauren's role within the organization is to handle all client onboarding as well as managing the day to day operations of the practice. Lauren has been supporting financial advisors since 2012.

Qualifications

  • Bachelor of Arts in Psychology from Millersville University of Pennsylvania
  • Minor in Business Management from Millersville University of Pennsylvania
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Jennifer O'Reilly

Jennifer O'Reilly

Client Relationship Manager

Personal Intro

Jennifer has been supporting financial advisors since 1995. Her responsibilities entail managing all aspects of our client experience.

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Chelsea Decker

Chelsea Decker

Client Concierge