AMERIPRISE FINANCIAL - Key Persons


A Ponzi

A Ponzi scheme involves using money from new investors to provide a return - often much higher than typical market gains - to existing investors rather than using legitimate investment returns. Ponzi schemes fall apart when the money owed to the initial investors becomes greater than the amount that can be raised from new investors. Pyramid scheme operators may reach out via phone, email or word of mouth

A Roth IRA

A Roth IRA is tax free as long as investors leave the money in the account for at least 5 years and are 59 1/2 or older when they take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Alexandra Talbott

Job Titles:
  • Administrative Assistant
  • Executive Assistant
Alex Talbott is our Administrative Assistant. Responsible for supporting everyone on the team and for coordinating client meetings. Alex ensures the smooth day-to-day operation of our office.

Amy Burgess

Job Titles:
  • Advisor
  • Financial Advisor

Carlos Saitcevsky

Job Titles:
  • Advisor
  • Financial Advisor

Cinthya Brodzikowski

Job Titles:
  • Advisor
  • Financial Advisor

Jennifer Lappen

Job Titles:
  • Assistant

Joe Biden - President

Job Titles:
  • President

Scott More

Job Titles:
  • Vice President of Information Security

Stephen Dover

Job Titles:
  • Chief Investment Strategist - Franklin Templeton

Todd Smith

Job Titles:
  • Advisor
  • Financial Advisor