Craig Holman
Craig talks about the satisfaction he gets from looking past the numbers and using life stage financial planning when working with his clients to help them realize their unique retirement dreams. (1:24)
Our advisors' stories
Ever wonder what motivates someone to become a financial advisor? Or what their philosophy is when it comes to finances? How do our financial advisors work with clients to help put more within reach? We invite you to get to know a few of our advisors in the videos below. If you like what you see, consider getting to know an advisor in your neighborhood.
Paul Avina
Paul talks about life event financial planning, tracking clients' goals and their progress toward those goals, and how that has benefitted his clients in times of instability and transition. (1:22)
Colin Grahl
Colin knows that planning for retirement is not about reaching that goal as a "finish line", it's more about understanding that planning for retirement is really about providing yourself with better choices. (1:24)
Charla McIntyre
For Charla, large problems and challenging situations are the best parts of her job - especially when she sees her clients reach their lifelong dreams. (1:22)
John Reardon
John talks about how he feels his role as an advisor, helping guide his clients toward their dreams and their retirement goals, is one of the most rewarding parts of his job. (1:12)
Bryce Danley
Bryce enjoys helping give clients perspective on their financial situations - in some cases opening their eyes to new possibilities. (1:23)
James Law
James talks about the value of listening to his clients when developing sound financial strategies, and how that gives him the ability to really understand his clients' needs. This is how he is able to really tailor a plan to each client's specific dreams and goals. (1:13)
Laura Rehbein
Laura discusses listening to and understanding her clients and what is behind their unique investment goals, what passions they bring to the planning process, and ultimately what it takes to help them find success. (1:14)
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
