Workplace Financial Wellness

Improve your employees productivity and engagement while enhancing your benefits investment

Questions on Financial Wellness Education? We can help. Click Here

EXPLORE NEW DIGITAL BROCHURE

 

Implementing a financial wellness program in the workplace can help increase your employees' financial confidence and improve their engagement and productivity while enhancing your benefits investment

 

Improve the well-being and productivity of your employees Drive employee engagement Enhance your benefits investment
50% of employees believe employers have a responsibility for the financial well-being of their employees1 53% of employees would be more loyal to their current employer when financial planning programs were offered2 1 in 4 employees ranks a financial wellness benefit with access to unbiased counselors as the most desirable employer benefit1
84% of employees say financial wellness program/planning/
education/workshops/tools are a must have /nice to have1		 51% of employees are more likely to accept a job with a new employer when financial planning programs are offered2 91% of employees who participate in a workplace financial wellness program say these resources have been effective3
Financial wellness programs provide tangible benefits to the businesses that offer them, including greater employee satisfaction, improved productivity, lower turnover rates and potentially decrease company healthcare costs. 95% of employers who offer them agree that their financial wellness program has been effective in reaching its companies goals3

 

Ameriprise Financial is uniquely positioned to offer employee financial wellness programs to companies like yours. Our financial planning, education, tools and resources can help employees develop good financial habits and make smarter long-term decisions to help your employees plan ahead for retirement.


 

1. Financial planning

We offer personal financial advice with a road map to help employees achieve their financial goals.

Adding financial planning to your benefits can help:

  • Provide personal support for employees
  • Provide planning services that address your business objectives
  • Extend benefits to all employees to select groups

2. Financial education

Our group programs cover key financial topics to help employees with financial planning education and benefit decisions. 

We can offer:

  • Seminars, events and complimentary initial consultations
  • Topics relevant to your employee needs and culture
  • Practical, actionable financial conversations

3. Financial tools and resources

A full suite of financial resources gives your employees the tools to do their own research and analysis. 

Adding financial planning to your benefits can help:

  • Provide 24/7 access to the Ameriprise financial wellness website
  • Get easy access to online market updates and calculators

The list of Ameriprise financial advisors selected and trained for this program, by state, is below. Please review this list of advisors to determine who is best suited to work with your financial planning needs.

For questions about Ameriprise, or if your state is not listed below, send email to workplace.solutions@ampf.com.

Alabama, AL
City Advisor Name Advisor Title
Birmingham Jason Cork Financial Advisor
Birmingham John Williamson Financial Advisor
Birmingham Michael Sheehan Financial Advisor
Birmingham  Donna Cates Financial Advisor
Arkansas, AR
City Advisor Name Advisor Title
Hot Springs Village Christopher Mc Keown Associate Financial Advisor
Hot Springs Village Ryan Bartholomew Associate Financial Advisor
Little Rock Joey Small Private Wealth Advisor
Little Rock Kymberlie Reed Associate Financial Advisor
Arizona, AZ
City Advisor Name Advisor Title
Mesa Joseph Barkat Private Wealth Advisor
Peoria Craig Landers Associate Financial Advisor
Peoria Kevin Ehlers Private Wealth Advisor
Peoria Kyle Riley Associate Financial Advisor
Peoria Todd Sulzer Associate Financial Advisor
Phoenix Adam Yekin Associate Financial Advisor
Phoenix Scott Taubman Financial Advisor
Scottsdale Brian Juda Financial Advisor
Scottsdale Chris Kandas Financial Advisor
Scottsdale Dewey Darwin Private Wealth Advisor
Scottsdale Eric Gill Associate Financial Advisor
Scottsdale Karekin Kaprelian Private Wealth Advisor
Scottsdale Kyle Edsall Associate Financial Advisor
Scottsdale Michael Otradovec Financial Advisor
Scottsdale Nayan Ranchhod Private Wealth Advisor
Scottsdale Nick Dyer Financial Advisor
Scottsdale Sarah Schmidt Associate Financial Advisor
Scottsdale Steven Binder Associate Financial Advisor
Scottsdale Wayne Kandas Private Wealth Advisor
Tucson Alan Willenbrock Field Vice President
Tucson Jerry O'neill Financial Advisor
Peoria Garrett Smith Associate Financial Advisor
Scottsdale Carl Anderson Financial Advisor
California, CA
City Advisor Name Advisor Title
Campbell Cherene Wong Financial Advisor
Campbell Eric Han Associate Financial Advisor
Campbell Henry Plata Private Wealth Advisor
Campbell Rich Bologna Financial Advisor
Carlsbad Jose Vicente Jr Financial Advisor
Diamond Bar Andre Logan Financial Advisor
El Segundo Robert Smotherman Private Wealth Advisor
El Segundo Ryan Narasaki Associate Financial Advisor
Fair Oaks Douglas Crumley Jr Private Wealth Advisor
Fallbrook Deborah Haydis Financial Advisor
Irvine Norannsy Chieuchin Financial Advisor
Irvine Victoria Barbisan Financial Advisor
Irvine  John Doty Financial Advisor
Lodi Terry Hickey Financial Advisor
Los Angeles Carl Davis Financial Advisor
Los Angeles Alex Schams Associate Financial Advisor
Los Angeles Anthony Perez Private Wealth Advisor
Los Angeles Eric Smutko Associate Financial Advisor
Los Angeles Jose Quintanilla Associate Financial Advisor
Los Angeles Kristie Liuag Associate Financial Advisor
Los Angeles Richard Alan Brende Private Wealth Advisor
Los Angeles Ryan Onishi Private Wealth Advisor
Los Angeles Travis Gabler Private Wealth Advisor
Newport Beach Kris De La Pena Private Wealth Advisor
Newport Beach Stephen McGuirk Associate Financial Advisor
Redwood Shores Qiumei Sun Financial Advisor
Redwood Shores Shayna Forbes Felix Private Wealth Advisor
Roseville Heather Smart Associate Financial Advisor
Roseville Michael Rodegerdts Financial Advisor
San Diego Cheryl Lopez Associate Financial Advisor
San Diego Jessica Simmons Associate Financial Advisor
San Diego Richard Vertucci Associate Financial Advisor
San Diego Navneet K Pahal Financial Advisor 
San Jose Adam Ward Financial Advisor
San Jose David Cooper Private Wealth Advisor
San Jose Robert Graham Associate Financial Advisor
San Mateo George Papadoyannis Private Wealth Advisor
San Mateo Joshua Lelchook Associate Financial Advisor
San Mateo Natalia Koritskaya Associate Financial Advisor
San Mateo Ryan Lee Associate Financial Advisor
Walnut Creek Cameron Kossen Financial Advisor
Woodland Hills Brett Dalton Private Wealth Advisor
San Jose Clive Pollard Associate Financial Advisor
Arcadia Jean Koehler Financial Advisor
Colorado, CO
City Advisor Name Advisor Title
Colorado Springs Kimberly Maez Private Wealth Advisor
Colorado Springs Terry Bevan Associate Financial Advisor
Colorado Springs Andrew Inman Financial Advisor
Denver Amy Berk Financial Advisor
Denver Kristen Wenaas Associate Financial Advisor
Englewood Cheryl Nelson Boyd Associate Financial Advisor
Grand Junction Ryan Ahlstrom Associate Financial Advisor
Thornton Adam Strickman Private Wealth Advisor
Thornton Jack Venable Associate Financial Advisor
Thornton Todd Doleshal Associate Financial Advisor
Thornton Wayne Verity Associate Financial Advisor
Connecticut, CT
City Advisor Name Advisor Title
Hartford Jonathan Ingalls Private Wealth Advisor
Middlebury Michael Riley Associate Financial Advisor
New Preston Mark Jones Private Wealth Advisor
Oxford Anthony Williams Associate Financial Advisor
Oxford Nancy Daoud Private Wealth Advisor
Oxford Philip Bensley Associate Financial Advisor
Southbury Derek Packett Associate Financial Advisor
Southbury Joe Cullen Associate Financial Advisor
Southbury Nicholas Guiditta Associate Financial Advisor
Southbury Steven Haas Private Wealth Advisor
Westport Lee Hunter Private Wealth Advisor
District of Columbia, DC
City Advisor Name Advisor Title
Washington Andrew Paulson Associate Financial Advisor
Washington Dickinson Miller Private Wealth Advisor
Washington Michelle Mancari Associate Financial Advisor
Delaware, DE
City Advisor Name Advisor Title
Rehoboth Beach Matthew Dunphy Associate Financial Advisor
Rehoboth Beach Robert Gildea Associate Financial Advisor
Wilmington Arlene Wilson Financial Advisor
Florida, FL
City Advisor Name Advisor Title
Boca Raton Albert Bevilacqua Private Wealth Advisor
Boca Raton Jeffrey Eagle Financial Advisor
Boca Raton Jeffrey Feldman Associate Financial Advisor
Boca Raton Kelly Boyle Financial Advisor
Boca Raton Antonio Cannataro Financial Advisor 
Naples Jeremy Darstek Financial Advisor
Naples  Anthony Leopizzi Private Wealth Advisor
Tampa Philip Nelson Financial Advisor
Wesley Chapel Cheryl Burbano Financial Advisor
Ft Lauderdale John Piotrowski Private Wealth Advisor
Vero Beach Eric Storberg Financial Advisor
Georgia, GA
City Advisor Name Advisor Title
Atlanta Jay Geaslen Financial Advisor
Gainesville John Sulhoff Associate Financial Advisor
Gainesville Rick Young Associate Financial Advisor
Gainesville Roger Sulhoff Financial Advisor
Peachtree Corners Christopher Reynolds Financial Advisor
Roswell Audrey Croft Financial Advisor
Hawaii, HI
City Advisor Name Advisor Title
Aiea Ken Kondo Financial Advisor
Hilo Alika Garcia Financial Advisor
Honolulu Eric Fujimoto Private Wealth Advisor
Honolulu Jarik Higa Associate Financial Advisor
Honolulu Michael China Associate Financial Advisor
Iowa, IA
City Advisor Name   Advisor Title
Algona Steven Prottsman   Financial Advisor 
Chariton Alyse Hunter   Financial Advisor
Chariton Mariah Pierschbacher   Associate Financial Advisor
Clarion Kevin Kakacek   Financial Advisor 
Clive Jay Bollman   Private Wealth Advisor
Fort Dodge Douglas Marine   Financial Advisor 
Fort Dodge Cierra Walding   Financial Advisor
Fort Dodge Jeffrey Brandt   Private Wealth Advisor
Iowa City Nick Leyden   Associate Financial Advisor
Keokuk Walter Stephens   Associate Financial Advisor
West Des Moines Chris Korte   Private Wealth Advisor
West Des Moines Courtney Brandt   Financial Advisor
West Des Moines Ronald Hammond   Financial Advisor
West Des Moines Brian Losh   Financial Advisor
West Des Moines Brad Holland   Financial Advisor
Humboldt  James Brandt   Associate Financial Advisor
Idaho, ID
City Advisor Name Advisor Title
Boise Chris Crosby Associate Financial Advisor
Boise Justin Samples Private Wealth Advisor
Coeur d Alene Thomas Frame Associate Financial Advisor
Illinois, IL
City Advisor Name Advisor Title
Barrington Eric Schneider Associate Financial Advisor
Bloomington Dee Wilson Financial Advisor
Bloomingon Julie Smith Financial Advisor
Chicago David Winekoff Private Wealth Advisor
Chicago George Connor Financial Advisor
Chicago Justine Berger Associate Financial Advisor
Chicago Tyler Geik Associate Financial Advisor
Chicago William Lowe Associate Financial Advisor
Deerfield Ryan May Financial Advisor
Northfield Gary London Financial Advisor
Woodridge Gabriel Chavez Private Wealth Advisor
Woodridge Sandra McClanahan Associate Financial Advisor
Indiana, IN
City Advisor Name Advisor Title
Bloomington Randy Shewmaker Financial Advisor
Evansville Liz Alles Associate Financial Advisor
Evansville Mark Powers Financial Advisor
Evansville Ryan Hayes Associate Financial Advisor
Fort Wayne Robert Polston Financial Advisor
Greenwood Albert Rahman Financial Advisor
Greenwood Joseph Stafford Associate Financial Advisor
Indianapolis Angela Grabovsky Private Wealth Advisor
Indianapolis Cody McFarland Associate Financial Advisor
Indianapolis Eric Bilitz Private Wealth Advisor
Indianapolis Lawrence Turow Associate Financial Advisor
Indianapolis Thomas Tucker Associate Financial Advisor
Indianapolis Vince Kaiser Associate Financial Advisor
Indianapolis Jimmy Pike Associate Financial Advisor
Indianapolis Joyce Foster Financial Advisor
Kentucky, KY
City Advisor Name Advisor Title
Crestview Hills David Girmann Associate Financial Advisor
Crestview Hills Doug Kisker Private Wealth Advisor
Crestview Hills Matthew Poulos Associate Financial Advisor
Crestview Hills Bradley McElwain Financial Advisor
Edgewood Melissa Kelly Associate Financial Advisor
Edgewood Scott Osborne Associate Financial Advisor
Louisville Sarah Huelsman Financial Advisor 
Louisville Amy Wiitala Financial Advisor
Louisville Chris Mallory Financial Advisor
Louisville Dean Donohue Private Wealth Advisor
Louisville Greg Mullaney Private Wealth Advisor
Louisville Jeff Burnett Associate Financial Advisor
Louisville Wesley Gersh Associate Financial Advisor
Owensboro Brian Wilborn Associate Financial Advisor
Owensboro Burns Mackey Associate Financial Advisor
Owensboro Debra Woodard Associate Financial Advisor
Owensboro Drew Watson Private Wealth Advisor
Owensboro Suresh Sallan Associate Financial Advisor
Louisiana, LA
City Advisor Name Advisor Title
Metairie Ralph Leopold Financial Advisor
New Orleans Greg Hildebrand Financial Advisor
New Orleans Scot Billeaudeau Associate Financial Advisor
Metairie Hammond Scott Associate Financial Advisor
Metairie James Ray Associate Financial Advisor
Metairie  John Gin Private Wealth Advisor
Massachusetts, MA
City Advisor Name Advisor Title
Auburndale Daniel Wilson Private Wealth Advisor
Auburndale Jacqueline Blau Associate Financial Advisor
Auburndale Joshua Sokol Associate Financial Advisor
Hingham Alison Meade Private Wealth Advisor
Hopkinton Connell McNamara Associate Financial Advisor
Hopkinton Daniel Omogrosso Jr Financial Advisor
Hopkinton Dawn Smith Private Wealth Advisor
Hopkinton Lars Lambrecht Associate Financial Advisor
Hopkinton Michele Colarusso Associate Financial Advisor
Raynham Rhoda Christmas Financial Advisor
Sagamore Beach Joshua Woerdeman Associate Financial Advisor
Wellesley Samuel Lookner Financial Advisor
Worcester Caitlin Peloquin Associate Financial Advisor
Worcester Karen Maloney-Hagel Private Wealth Advisor
Maryland, MD
City Advisor Name Advisor Title
Annapolis Christopher McGarvey Private Wealth Advisor
Bethesda Andrew Gibson Associate Financial Advisor
Bethesda Brian Thoms Private Wealth Advisor
Bethesda Steven Vozenilek Financial Advisor
Owings Mills Regis Breen Financial Advisor 
Owings Mills Brad Davis Associate Financial Advisor
Owings Mills Brad Schwartz Private Wealth Advisor
Timonium Vincent Hackler Field Vice President
Bethesda David Weinstein Associate Financial Advisor
Maine, ME
City Advisor Name Advisor Title
Jay Michelle Maki Private Wealth Advisor
Scarborough John Hughes Private Wealth Advisor
Scarborough Lisa Brislin Associate Financial Advisor
Michigan, MI
City Advisor Name Advisor Title
Bloomfield Hills Christopher Martin Financial Advisor
Brownstown Township Chuck Moyer Financial Advisor
Canton Leon Carter Financial Advisor
Caro Jon Sabo Associate Financial Advisor
Caro Kevin Hepner Associate Financial Advisor
East Lansing Aaron Irving Associate Financial Advisor
Grand Blanc Ted Himelhoch Financial Advisor
Grand Rapids Chance Coda Financial Advisor
Grand Rapids Chase Carpenter Associate Financial Advisor
Grand Rapids Eric Deuker Associate Financial Advisor
Grand Rapids Jack Hendon Private Wealth Advisor
Mt Pleasant Steven Campbell Associate Financial Advisor
Northville Elizabeth Deutch Private Wealth Advisor
Pleasant Ridge Adam Cousino Associate Financial Advisor
Pleasant Ridge Jason Coldicott Associate Financial Advisor
Pleasant Ridge Lee Hart Private Wealth Advisor
Pleasant Ridge JC Wilhelm Financial Advisor
Pleasant Ridge Damon Dyas Financial Advisor
Pleasant Ridge Rick Sieja Financial Advisor
Pleasant Ridge Valerie Mcleod-Tyler Financial Advisor
Portage AJ Srmek Associate Financial Advisor
Portage Jason Klein Financial Advisor
Troy Barbara Buschen Associate Financial Advisor
Troy Charles Belfiori Associate Financial Advisor
Troy David Brazen Private Wealth Advisor
Troy Graff Kennelly Associate Financial Advisor
Troy Jeffrey Linska Financial Advisor
Troy Mark Ivezaj Financial Advisor
Troy Meg Brandt Associate Financial Advisor
Troy Michael Coffield Private Wealth Advisor
Troy Jennifer Galey Financial Advisor
Troy Stephen Bratta Financial Advisor
Troy Paul Giles Financial Advisor
Troy Eva Moulton Financial Advisor
Troy Jonathon Hornbeck  Financial Advisor
Troy Nicholas Tucker Private Wealth Advisor
Caro Denise Steffen Associate Financial Advisor
Greenville Cory Preuss Associate Financial Advisor
Minnesota, MN
City Advisor Name Advisor Title
Edina Bennett Cooper Associate Financial Advisor
Edina Jacob Stark Associate Financial Advisor
Edina Leisa Olson Associate Financial Advisor
Edina Robert Shinar Associate Financial Advisor
Edina Timothy Werner Private Wealth Advisor
Golden Valley Paul Rampetsreiter Associate Financial Advisor
Minneapolis Tyler Sevlie Financial Consultant
Plymouth Isaac Wales Private Wealth Advisor
Rochester Barbara O'connor Associate Financial Advisor
Missouri, MO
City Advisor Name Advisor Title
Chesterfield Robert Mac Donald Private Wealth Advisor
Springfield Joseph Taylor Associate Financial Advisor
Springfield Samuel Ackerman Associate Financial Advisor
North Carolina, NC
City Advisor Name Advisor Title
Charlotte Becky Johnson Private Wealth Advisor
Durham Michael Barnes Financial Advisor
Greensboro Randal Sipkema Associate Financial Advisor
High Point Brad Clasby Financial Advisor
Huntersville Alex Bishop Private Wealth Advisor
Huntersville Scott Robinson Associate Financial Advisor
Raleigh James Richardson Private Wealth Advisor
Raleigh Jason Curfman Associate Financial Advisor
Raleigh Jeff Mc Claugherty Private Wealth Advisor
Raleigh Rebecca Tolbert Associate Financial Advisor
Raleigh Richard Robinson Associate Financial Advisor
Raleigh Timothy Rutt Associate Financial Advisor
North Dakota, ND
City Advisor Name Advisor Title
Bismarck Joel Bird Private Wealth Advisor
Dickinson Lyndsey Filkowski Financial Advisor 
Fargo Ben Ankrum Associate Financial Advisor
Fargo Ed Ankrum Private Wealth Advisor
Fargo Teri Verduyn Financial Advisor
Jamestown CJ Hager Associate Financial Advisor
Nebraska, NE
City Advisor Name Advisor Title
Omaha Angelia Thomas Financial Advisor
Omaha Bret Salomon Financial Advisor
Omaha John Leyden Financial Advisor
Omaha Michael Thomas Associate Financial Advisor
New Hampshire, NH
City Advisor Name Advisor Title
Bedford Brian Caldwell Financial Advisor
Henniker Deborah Nitzschke Financial Advisor
Nashua Frederick Boucher Private Wealth Advisor
Portsmouth Anthony Zanetti Field Vice President
Portsmouth Wheeler Crowley Financial Advisor
New Jersey, NJ
City Advisor Name Advisor Title
Bedminster Jim Fahey Financial Advisor
Bridgewater Susan Sandman Financial Advisor
Flanders Lawrence Lawson Associate Financial Advisor
Flemington Stephen Croghan Private Wealth Advisor
Mount Laurel Eric Guggenheim Financial Advisor
Saddle Brook Eric Friedman Financial Advisor
Voorhees Joseph Skwara Jr Financial Advisor
Flemington Brian Reiss Associate Financial Advisor
Paramus Frederick Schuldt Financial Advisor
New Mexico, NM
City Advisor Name Advisor Title
Albuquerque Brian Spinnato Associate Financial Advisor
Nevada, NV
City Advisor Name Advisor Title
Las Vegas Evan Newton Associate Financial Advisor
Las Vegas Lori Bean Private Wealth Advisor
Las Vegas Samuel Powers Associate Financial Advisor
Reno Christopher Mulloy Financial Advisor
Reno Jacklyn Lynch Associate Financial Advisor
Reno Kenneth Bickford Jr Associate Financial Advisor
Reno Kevin Harrell Associate Financial Advisor
Reno Matthew Jeannes Associate Financial Advisor
Reno Michael Angier Private Wealth Advisor
New York, NY
City Advisor Name Advisor Title
Albany Maria Natarelli Associate Financial Advisor
Albany Sasa Mirkovic Private Wealth Advisor
East Meadow Jeffrey London Private Wealth Advisor
East Meadow Jonathan London Associate Financial Advisor
Garden City Philip Andriola Private Wealth Advisor
Goshen Jennifer Paolicelli Associate Financial Advisor
Hauppauge Evan Branfman Associate Financial Advisor
Hauppauge Jason Harris Associate Financial Advisor
Hauppauge Mark Harris Financial Advisor
Hauppauge Richard Rosenberg Associate Financial Advisor
Latham Ryan Lambert Private Wealth Advisor
Mitchel Field Quin Ciuffetelli Private Wealth Advisor
New York Christopher Copenhaver Associate Financial Advisor
New York Jagdip Bakshi Financial Advisor
New York Joseph Soranno Financial Advisor
New York Michael Cooper Private Wealth Advisor
New York Michael Sangirardi Private Wealth Advisor
New York Paul Donas Financial Advisor
New York Philip Mattera Associate Financial Advisor
New York Joseph Candela Private Wealth Advisor
Valhalla David Lasco Associate Financial Advisor
Valhalla Donald Amoruso Financial Advisor
Valhalla Jak Cukaj Private Wealth Advisor
White Plains Robert Berard Private Wealth Advisor
White Plains Robert Berard Jr Associate Financial Advisor
Albany Derek Shoden Associate Financial Advisor
Ohio, OH
City Advisor Name Advisor Title
Akron John Trecaso Associate Financial Advisor
Avon Brandon Hull Associate Financial Advisor
Avon Denise Shafer Associate Financial Advisor
Avon Gregory Helms Associate Financial Advisor
Avon James Bingham Associate Financial Advisor
Avon Joe Flinner Private Wealth Advisor
Avon Michael Powers Associate Financial Advisor
Avon Susan Vasu Associate Financial Advisor
Avon Tom Asimou Associate Financial Advisor
Beavercreek Randall Helt Associate Financial Advisor
Beavercreek Scott Edwards Private Wealth Advisor
Bellevue Don Berkey Associate Financial Advisor
Bellevue Kevin Young Associate Financial Advisor
Cincinnati Derek Hassenpflug Field Vice President
Cincinnati Kathleen Laverde Associate Financial Advisor
Columbus Randy Ryan Associate Financial Advisor
Dublin Margaret McLurg Financial Advisor
Dublin Steve Rand Financial Advisor
Dublin Chris Adkins Financial Advisor
Gahanna Jeff Chaddock Private Wealth Advisor
Mason Roderick Gosa Financial Advisor
Mason George Goodall Financial Advisor
Mason Jason Goodall Financial Advisor
Mason Eugene Peters Financial Advisor
Maumee David Sluss Financial Advisor
Pepper Pike Robert Zaremba Financial Advisor
Perrysburg Christopher Walker Private Wealth Advisor
Perrysburg Daniel Kunos Financial Advisor
Perrysburg John Lung Associate Financial Advisor
Piqua Craig Mullenbrock Private Wealth Advisor
Piqua Justin Wurster Associate Financial Advisor
Tiffin Pamela Mason Associate Financial Advisor
Tiffin Sarah Porter Associate Financial Advisor
Westlake Aaron Vaughn Associate Financial Advisor
Oklahoma, OK
City Advisor Name Advisor Title
Tulsa Brandt Brock Private Wealth Advisor
Tulsa Daniel Bickerstaff Associate Financial Advisor
Tulsa Wendy Gregory Associate Financial Advisor
Oregon, OR
City Advisor Name Advisor Title
Bend Mark Greaney Associate Financial Advisor
Corvallis Sten Carlson Private Wealth Advisor
Corvallis Tiffany Chona-Giessinger Associate Financial Advisor
Grants Pass Richard Wilson Financial Advisor
Lake Oswego Joseph Williams Financial Advisor
Portland Brandon Jochim Private Wealth Advisor
Salem Bob Welle Private Wealth Advisor
Salem William Anderson Associate Financial Advisor
Salem Zachary Blalack Associate Financial Advisor
Pennsylvania, PA
City Advisor Name Advisor Title
Conshohocken Massimo Magliari Private Wealth Advisor
Conshohocken Steven Krzywicki Private Wealth Advisor
Exton Michael Bacchini Financial Advisor
Exton Tom Burnley Private Wealth Advisor
Lancaster Lucas Kauffman Associate Financial Advisor
Langhorne Brendan O Reilly Associate Financial Advisor
Langhorne John Shimp Private Wealth Advisor
Pittsburgh Jeffery Suhayda Financial Advisor
Pittsburgh Jason Short  Financial Advisor
Pittsburgh David Salgarolo Financial Advisor
Pittsburgh David Luther Financial Advisor
Pittsburgh Myles Clements Financial Advisor
Pittsburgh David Headrick Financial Advisor
Pittsburgh A Jugan  Private Wealth Advisor
Plymouth Meeting Alan Barlow Private Wealth Advisor
Plymouth Meeting Justin Dipasquale Associate Financial Advisor
Plymouth Meeting Shawn Smith Associate Financial Advisor
Sewickley Peter Schlicht Financial Advisor
Wexford Jared Scholl Associate Financial Advisor
Wexford Jill Baker Associate Financial Advisor
Wexford Kiersten McCort Private Wealth Advisor
Williamsport Ron Cioffi Private Wealth Advisor
Nanticoke Brent Makarczyk Financial Advisor
Plymouth Meeting Diann Slavinski Associate Financial Advisor
Plymouth Meeting  Eric Kelman Private Wealth Advisor
Rhode Island, RI
City Advisor Name Advisor Title
Providence Carrie Mcpherson Financial Advisor
Providence Ed Pontarelli Financial Advisor
South Carolina, SC
City Advisor Name Advisor Title
Greenville Brandon Leonard Associate Financial Advisor
Greenville Michele Huddleston Private Wealth Advisor
Mt Pleasant Rudy Hein Private Wealth Advisor
Mt Pleasant Thomas Gallant Associate Financial Advisor
South Dakota, SD
City Advisor Name Advisor Title
Aberdeen Joshua Bowen Associate Financial Advisor
Milbank Dennis Mears Associate Financial Advisor
Pierre Joel Leyden Private Wealth Advisor
Pierre Karen Authier Associate Financial Advisor
Pierre Rick Dockter Associate Financial Advisor
Rapid City Pat Wolff Private Wealth Advisor
Sioux Falls Chris Limmer Associate Financial Advisor
Sioux Falls Joshua Hoffman Associate Financial Advisor
Sioux Falls Steven Larsen Financial Advisor
Winner  Candice Sachtjen Associate Financial Advisor
Tennessee, TN
City Advisor Name Advisor Title
Cordova Andrew Tillett Associate Financial Advisor
Cordova Brian Douglas Associate Financial Advisor
Cordova Bud Milligan Associate Financial Advisor
Cordova Michael Turner Associate Financial Advisor
Germantown Angela Smith Associate Financial Advisor
Germantown Chris Murray Associate Financial Advisor
Knoxville Lee Roberts Financial Advisor
Knoxville Mark Stooksbury Associate Financial Advisor
Texas, TX
City Advisor Name Advisor Title
McKinney Andrew Douthit Associate Financial Advisor
Arlington Margaret Capehart Associate Financial Advisor
Austin Chris Taylor Associate Financial Advisor
Austin Laura Parker Associate Financial Advisor
Austin Neil Walters Financial Advisor
Austin Walter Reep Private Wealth Advisor
Dallas Aubrey Nestman Financial Advisor
Dallas Blake Harris Field Vice President
Dallas Carol Harper Private Wealth Advisor
Dallas Joe Scott Financial Advisor
Edinburg Alexis Villarreal Associate Financial Advisor
Edinburg Jim Tabak Financial Advisor
Edinburg Adam Tabak Financial Advisor
Fort Worth Brooks Danley Financial Advisor
Fort Worth Edward Estes Associate Financial Advisor
Fort Worth Jason Fisk Associate Financial Advisor
Fort Worth Justin Nnabuife Associate Financial Advisor
Fort Worth Michael Halloran Associate Financial Advisor
Fort Worth Sanger Smith Associate Financial Advisor
Fort Worth Shawn Smith Private Wealth Advisor
Fort Worth Steve Tawadrous Associate Financial Advisor
Fort Worth William Campbell Associate Financial Advisor
Fort Worth William Elsesser Associate Financial Advisor
Houston Elizabeth Helaire Financial advisor 
Houston La Prestage Financial Advisor
Houston Matthew Landry Associate Financial Advisor
Houston Mike Garofalo Financial Advisor
Houston Scott Bowers Associate Financial Advisor
Houston Scott Tiras Private Wealth Advisor
Houston Thomas Doggett Associate Financial Advisor
Plano Chris Black Associate Financial Advisor
Plano Travis Federick Financial Advisor
Richardson Nicholas Adamson Private Wealth Advisor
Sealy Mark Miller Associate Financial Advisor
The Woodlands James Boston Private Wealth Advisor
Webster Brian Strawn Financial Advisor
Austin  Brianna Kuehmstedt Associate Financial Advisor
Houston Cathy Buchanan Private Wealth Advisor
Houston Crystal Garrett Associate Financial Advisor
McKinney Herbert Poledna Associate Financial Advisor
Utah, UT
City Advisor Name Advisor Title
Clearfield Brian Walker Associate Financial Advisor
Salt Lake City Rex Baxter Private Wealth Advisor
Sandy Dorne Hall Financial Advisor
Sandy Lynne Anderson Associate Financial Advisor
Sandy Mindy Cespedes Associate Financial Advisor
Virginia, VA
City Advisor Name Advisor Title
Lake Ridge Benjamin Hazekamp Associate Financial Advisor
Lake Ridge Bennett Whitlock Private Wealth Advisor
Lake Ridge Eric Olson Associate Financial Advisor
Lake Ridge Garry Klegin Associate Financial Advisor
Lake Ridge Sung Lee Associate Financial Advisor
Manassas Robert Briscoe Associate Financial Advisor
Manassas Thomas Huszcza Associate Financial Advisor
Chesapeake Chuck Lovelace Financial Advisor
Washington, WA
City Advisor Name Advisor Title
Bellevue Adam Costarella Associate Financial Advisor
Bellevue Andrew Norman Financial Advisor
Richland Robert Fix Associate Financial Advisor
Seattle Don Safstrom Associate Financial Advisor
Vancouver Devlin Carothers Associate Financial Advisor
Yakima Dylan Brown Private Wealth Advisor
Yakima Isaac Walter Associate Financial Advisor
Wisconsin, WI
City Advisor Name Advisor Title
Brookfield Brandon Andreasen Associate Financial Advisor
Brookfield Carol Busche Private Wealth Advisor
Brookfield Dana Felton Associate Financial Advisor
La Crosse Timothy Gillespie Private Wealth Advisor
La Crosse Vincent Ruger Associate Financial Advisor
Stevens Point Kim Angell Associate Financial Advisor
Stevens Point Michael Nerdahl Associate Financial Advisor
Stevens Point Michael Wolbers Associate Financial Advisor
Stevens Point Mike Smith Private Wealth Advisor
Stevens Point Tracey Stalter Associate Financial Advisor
Stevens Point Travis Rucinski Associate Financial Advisor
Wausau Ted Fox Private Wealth Advisor
Charleston Brian Floyd Associate Financial Advisor
West Virginia, WV
City Advisor Name Advisor Title
Mogantown Brett Clark Financial Advisor
1 2019 PWC Employee Financial Wellness survey https://www.pwc.com/us/en/private-company-services/publications/assets/pwc-2019-employee-wellnesssurvey.pdf.
2 TLNT 4 Ways a Financial Wellness Program Benefits You and Your Employees https://www.tlnt.com/4-ways-a-financial-wellness-program-benefits-youand-your-employees/ July 2018.
3 Bank of America Merrill Lynch 2018 Workplace benefits report.
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.