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.


Team

Judy A. Carter

Judy A. Carter

Client Service Manager

Qualifications

  • On a personal note…enjoys traveling, antiquing, gardening, and spending time with my husband, family, and grandkids.

Roles & Responsibilities

  • Scheduling/Meeting Coordination
  • Client Relations
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James Harden

James Harden

Financial Planning Assistant

Qualifications

  • BA in Journalism from the University of Montana

Roles & Responsibilities

  • Financial Planning Analysis
  • Research
  • Portfolio Proposals
  • Insurance
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Jackie Kuster

Jackie Kuster

Client Service Manager

Qualifications

  • On a personal note...I enjoy spending time with my kids swimming and fishing.

Roles & Responsibilities

  • Scheduling/Meeting Coordination
  • Client Relations
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Norma Witten

Norma Witten

Administrative Assistant

Qualifications

  • Management and Customer Service Specialist
  • On a personal note…. Love to spend time with my grandchildren and family, enjoy my cats, gardening and being a mystery shopper.

Roles & Responsibilities

  • Client Reception
  • Client Services
  • Meeting Follow up
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James Ustby

James Ustby

Paraplanner

Qualifications

  • BA in Finance from the University of St. Thomas
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