Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Investment Management

Awards & recognition

  • Trident Wealth, Ameriprise Client Experience Award, 2020
  • Thomas Pasta, Ameriprise Circle of Success, 2020
  • Thomas Pasta, Five Star Wealth Manager, 2020