Kelli McKinney’s bright smile has greeted clients on Coulee Road for the past 13 years. She currently lives in Lakeland, Minnesota, and has been a resident of the St Croix Valley for 30 years. She has three grown children and enjoys hiking, biking and volunteering at her church. With a long-standing background in customer service, Kelli’s passion is creating a positive atmosphere and memorable client experience.
Chris joins us after 40 years in the insurance industry, the most recent 17 at RiverSource Life Insurance Co, an affiliate of Ameriprise Financial as a Senior Regional VP. He worked closely with advisors and clients, focusing on income protection, estate and legacy planning, wealth transfer strategies and long-term care planning. He currently lives in Woodbury, MN with his wife and enjoys traveling, golf and cabin time.
Stephanie and her husband Tom live in Lakeville, Minnesota. Stephanie was born in Oregon but she has lived all over the US and even England. She brings over 15 years of tax and accounting expertise as an Enrolled Agent with the IRS. Stephanie enjoys travel, cooking and spending time with her 4 (mostly grown) children.
Janice Narlock joins our team with 16 years of financial, tax and accounting experience. Janice and her husband, Rob have two adult children and live in Roberts, Wisconsin. Janice enjoys playing keyboards, learning natural horsemanship and has a passion for the Hispanic culture. Janice’s highest priority is treating our clients with top-notch service.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2023 Ameriprise Financial, Inc.