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Specialties
As an Ameriprise advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Ameriprise Platinum Financial Services® advisors are selected from among our most experienced, accomplished professionals. Each has received special training and has earned one or more professional designations, such as CFP®, or ChFC, in addition to having a record that demonstrates an ability to offer quality advice. Platinum Financial Services advisors must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations.
History
Established in 2006.
John Tappan founded Ameriprise Financial with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s leader in financial planning* and a leading global financial institution, with more than $ 655 billion in assets under management and administration1.
Every day — true to Tappan’s vision — our 10,000 financial advisors1 work with our clients one-to-one, to help put their dreams and goals more within reach.
Meet the Business Owner
Andrew A.
Business Owner
I have been an Ameriprise Advisor since 2006 and couldn’t ask for anything better. The feeling you get when you help an individual or a small business owner accomplish their financial goals is priceless. I work with people from all areas of the country and walks of life. I look forward to one day working with you and ultimately finding your financial comfort!