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

Zeina Robinson, Financial Advisor serving the Troy, MI area - Ameriprise Advisors

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website
Beth Lappin, Private Wealth Advisor serving the Troy, MI area - Ameriprise Advisors

Beth Lappin

CRPC®

Private Wealth Advisor

Learn more about Beth Lappin Visit Beth Lappin's website
Robert Potter, Private Wealth Advisor serving the Troy, MI area - Ameriprise Advisors

Robert Potter

CFP®, CRPC®, MS

Private Wealth Advisor

Managing Director of Tru Insight Wealth Advisors
Learn more about Robert Potter Visit Robert Potter's website
Scott Van Overmeer, Financial Advisor serving the Troy, MI area - Ameriprise Advisors

Scott Van Overmeer

CRPC®

Financial Advisor

Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website
Vadim Matatov, Private Wealth Advisor serving the Troy, MI area - Ameriprise Advisors

Vadim Matatov

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Vadim Matatov Visit Vadim Matatov's website

Our team

Amanda Wolf

Amanda Wolf

Paraplanner

Roles & Responsibilities

  • Case Manager & Business Processor
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Danielle Jenkins

Danielle Jenkins

Administrative Assistant

Roles & Responsibilities

  • Client Service & Scheduling
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Ellen Morency

Ellen Morency

Operations Manager

MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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