Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Dale Donaldson

Dale Donaldson

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Dale Donaldson
Joshua T Gregory

Joshua T Gregory

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

Managing Partner
Learn more about Joshua T Gregory
Joseph Williams

Joseph Williams

ChFC®, CLU®

Financial Advisor

Chief Investment Officer of Wealthbridge Advisors
Learn more about Joseph Williams
David Lehman

David Lehman

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Lehman
Travis Wesley

Travis Wesley

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Travis Wesley
Houston Thom

Houston Thom

APMA®

Associate Financial Advisor

Investment Specialist
Learn more about Houston Thom
Don Safstrom

Don Safstrom

CFP®, PFS, CPA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Don Safstrom
Ronald Lam

Ronald Lam

CFP®

Financial Advisor

Learn more about Ronald Lam

Our team

Tricia Campbell

Tricia Campbell

Operations Manager

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Candace Williams

Candace Williams

Business Development Specialist

Kieric Wilcox

Kieric Wilcox

Financial Planning Assistant

Luke Suminski

Luke Suminski

Operations Specialist