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Natalie is a jack of all trades and works directly with our clients to manage scheduling, process forms and paperwork, and resolve customer service requests. Natalie is also the notary public for our office. Natalie joined Ameriprise in 2022 after many years in banking.
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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.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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This offer is only valid in the United States.
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