Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Register today

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Awards & recognition

  • Wolf River Advisory Group, Ameriprise Client Experience Award, 2021, 2022, and 2023
  • Kevin Wells, Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, and 2024

Community participation

  • Mid-South Food Bank
  • St. Jude Children's Research Hospital
  • Rise Foundation
  • Concord Academy
  • The Buckman Performing & Fine Arts Center
  • LeBonheur Club
  • Germantown Chamber of Commerce