General Info

The advisor listed is an Ameriprise financial advisor in Fort Wayne. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. "I help clients 'land one plane at a time'. I help identify the specific issues that need to be addressed, prioritize them with clients and then address them one by one. Each client receives advice that is specifically tailored to their unique situation. We don't try to land the next plane until the client understands and is comfortable with the direction we are heading. I focus on helping clients make informed decisions that align with their goals at every step in their financial journey so they can feel more confident. I work with clients to help determine retirement feasibility using our Confident Retirement approach to help with retirement transition and planning. I also offer retirement income design, risk management strategies and portfolio design."