Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Financial Planning for Small Business
  • Charitable Giving Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Saving for Education
  • Military Financial Planning
  • Women's Financial Strategies
  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Wellspire Financial Group, Ameriprise Client Experience Award, 2021-2025
  • Carrie-Beth Randall, Ameriprise Circle of Success , 2023, 2024, 2025
  • Carrie-Beth Randall, Ameriprise Ultimate Digital Excellence Award, 2023-2024
  • Eddie McNeal, Ameriprise Circle of Success, 1991, 1993, 1995, 1996, 1998, 1999, 2001, 2003, 2004, 2005, 2006, 2007, 2009, 2013, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022
  • Eddie McNeal, Ameriprise Circle of Success Diamond Ring, 2009

Community participation

We enjoyed volunteering with Starkville Strong on Ameriprise's National Day of Service 2025.
We enjoyed volunteering with Starkville Strong on Ameriprise's National Day of Service 2025.