Videos and downloads

Downloadable resources

What to expect when we work together
Explains what prospects can expect when they work with my team
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Fee Schedule
Illustrates fee schedule based on relationship type - financial planning or Custom Advisory Relationships
Eggs in a Basket
Illustrates the rationale for a consolidated investment approach
Finding a Financial Advisor
Answers the common questions prospects ask when looking for an advisor
Price Cost Value
Illustrates increased confidence and security are not things that can be monetized
Value Proposition
Shows the value of working with our team