Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities

Interests

  • I enjoy playing golf and tennis
  • I enjoy horseback riding

Community participation

Thank you to friends and clients for donating toys to our second annual toy drive! We were able to collect a large amount of toys which United Ministries distributed to local families in need. Our team volunteered at United Ministries the week of Christmas, helping pass out toys, clothes and food for the holiday season.

If you or someone you know has questions about charitable giving or would like to volunteer with us, call our office to speak with an advisor or Charity Flynn .