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

Zeina Robinson

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website
Beth Lappin

Beth Lappin

CRPC®

Financial Advisor

Learn more about Beth Lappin Visit Beth Lappin's website
Robert Potter

Robert Potter

CFP®, CRPC®, MS

Private Wealth Advisor

Managing Director
Learn more about Robert Potter Visit Robert Potter's website
Scott Van Overmeer

Scott Van Overmeer

CRPC®

Financial Advisor

Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website
Nicklaus Serafini

Nicklaus Serafini

CRPC®

Financial Advisor

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

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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Katherine Casey-Naughton

Katherine Casey-Naughton

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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Ellen Morency

Ellen Morency

Operations Manager

MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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