Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

Our advisors

Advisor photo for Steven Beatty

Steven Beatty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Steven Beatty Visit Steven Beatty's website
Advisor photo for Matthew Craig Lively

Matthew Craig Lively

CFP®, APMA®, AWMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Matthew Craig Lively Visit Matthew Craig Lively's website
Advisor photo for Kyle Tank

Kyle Tank

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kyle Tank Visit Kyle Tank's website


Our team

Pamela K Cline

Pamela K Cline

Client Service Manager

Personal Intro

Pam came to Ameriprise in 2011. She lives in Port Huron with her husband Doug and their chocolate lab, Griffey. Pam and her husband have two grown daughters and three grandchildren. She loves to travel and spend time with family and friends.

Roles & Responsibilities

  • Office manager for our Port Huron location
  • Provides client service and support
  • Scheduling, client follow up and case preparation
  • Oversees business processing follow up and case solution tracking
View more
Kathryn M Boub

Kathryn M Boub

Client Service Manager

Personal Intro

Kathy came to Ameriprise 10 years ago. After homeschooling her twin daughters, she decided to rejoin the work force. She has a computer and marketing background, enjoys working with people and knew this opportunity was the perfect fit for her. She and her husband live in Lapeer, MI, enjoy Bible study, church ministry and traveling. Both of their daughters are now married, and they are enjoying their first grandchild.

Roles & Responsibilities

  • Office manager for our Imlay City location
  • Provides client service and support
  • Scheduling, business processing, and client follow up
  • Assists with day-to-day office duties
View more
Michelle A. Whitney

Michelle A. Whitney

Client Service Manager

Roles & Responsibilities

  • Office manager for our Imlay City location
  • Provides client service and support
  • Scheduling, business processing, and client follow up
  • Assists with day-to-day office duties
View more
Rylen Shovan

Rylen Shovan

Intern

Personal Intro

Rylen joins us this summer as he enters into his senior year at Western Michigan University this fall, finalizing his degree in Personal Financial Planning. Rylen is a bright and ambitious student whom we are happy to have on our team!

Roles & Responsibilities

  • Assists with day-to-day office duties
  • Assist in preparing case work for our client meetings
View more

Trevor Wallace

Intern

Personal Intro

Trevor is an Economics major who joins us from Michigan State University as he enters into his Junior year. We're excited to have Trevor on the team as a valuable member this summer!

Roles & Responsibilities

  • Assists in day-to-day office tasks and administrative duties
  • Assists in client case preparations and follow up
View more