A private wealth advisory practice of Ameriprise Financial Services, LLC
Duane Lara, is a Northwestern Mutual Financial Advisor who helps individuals and small businesses
William is a graduate of Franklin University, where he earned his bachelor’s degree in Financial M
Amy Kelly, CFP®️CDFA®️is a fiduciary financial advisor local to Columbus, Ohio helping individuals plan for and pursue their financial goals for the next phase of life (a.k.a retirement!).
Clarity in the Plan. Confidence in the Future. At Grimes Financial Group, we build custom financial plans using the Retirement Blueprint ™
Natalie Horner is a Financial Advisor who helps individuals, families, and business owners achieve fi
We are an Independent, Fee-Only Financial Life Planning & Wealth Management Investment Advisory Firm