The advisor listed is an Ameriprise financial advisor in Chesterfield. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As the team leader of a small special operations unit serving in Iraq, I learned firsthand how important a well thought out plan was to mission success. In depth analysis of many factors was vital to achieving our goals on the battlefield. Additionally, mission success was often dependent on adapting to and overcoming any obstacles that may have arisen during the mission. I look to apply this same philosophy in my practice today. Each client has unique situations and goals. I believe an in-depth analysis is crucial to developing a financial plan. Continually reviewing and tracking the progress of each client's plan and investments is another important step on the road to pursuing financial goals. Together, as we recognize obstacles in the path to reaching your financial goals, we will work toward overcoming them.
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