The advisor listed is an Ameriprise financial advisor in Scottsdale. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our team is comprised of experienced advisors with 75 years of combined financial industry experience. We work with clients to understand what is important and unique to them and their families. We help our clients on connecting their values to their wealth. It's not just about the numbers - it's about translating a family's vision and dreams into a plan with a purpose. We believe the most important part of your plan is the dreams it's based on. We design a financial plan built around your life goals, then we help you implement your plan to get your resources aligned with those goals. We track the progress over time to help you continue to pursue your dreams. Our business model consists of a disciplined investment management process and personalized service, combined with a holistic approach to recommending wealth management solutions. We help you make informed decisions about your money, the growth, and protection of your assets and estate. Lastly, we aspire to build a meaningful relationship based on integrity and outstanding client service from each, individually and as a team.