Our team includes two Accredited Asset Management Specialist™ and two Certified Financial Planners™ with a combined industry experience of over 35 years. Individuals: We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We put our clients’ interests above our own or those of our firm. Our mission is to help our clients achieve their own unique goals by managing and preserving their wealth and building their financial legacies. Financial planning is a much broader topic than just investing in the stock market—it is the assessment of ones’ entire financial picture through a thorough understanding of their needs, wants and desires. Corporations: With the many changes from the department of labor there is an increasing need for retirement plan advisors to give guidance on fiduciary issues, compliance, and plan design. Having a resource focused on corporate retirement plans allows business owners to focus on increasing productivity rather than keeping up with the ever changing regulatory environment. If afforded the opportunity we can analyze and benchmark your retirement plan in order to give you confidence knowing that your plan meets the fiduciary measures and provides your employees with a great retirement benefits package. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media