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

Rufus Cressend

Rufus Cressend

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rufus Cressend Visit Rufus Cressend's website
Theresa Barnard

Theresa Barnard

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Theresa Barnard Visit Theresa Barnard's website
B J Seastone

B J Seastone

Financial Advisor

Learn more about B J Seastone Visit B J Seastone's website

Our team

Dawn M. Hall

Dawn M. Hall

Operations Manager

Angelique Guidry

Angelique Guidry

Client Service Manager

Hannah Benton

Hannah Benton

Client Service Manager

Staci Caccioppi

Staci Caccioppi

Client Concierge