The Team

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

James Sande

James Sande

Financial Advisor

More about me...

Top Areas of Focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management

Education

University of Colorado Boulder, B.A. Economics

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Terrence K Lapan

Terrence K Lapan

Financial Advisor

More about me...

Designations

AAMS®

Top Areas of Focus

  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies

Education

Bachelor of Science, Economics in Business, Northeastern University, Boston, MA
CA Insurance #0D74662

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