Meet Kevin Odom! Kevin has been in financial services since 1984. He has two wonderful children and one grandson. Of course, he could never forget his sweet Yorkie, Bella. Kevin leaves this piece of advice, “Whenever you fall down, get back up give it another try. Successful people don’t give up.”
Meet Alicia Ahern! CFP®
Alicia wishes to bring her the value of "serving" to her family, clients, and community. Family is first, particularly guiding the next generation to fruitful, accomplished lives and supporting the journey of those already on their path. The goals and dreams of her clients are most important to her. Alicia believes she has been blessed with lifelong and multi-generational relationships that have allowed her to celebrate successes and milestones as goals are met. Regarding community, Alicia strives to make hers a better place through her work with and support of nonprofits that help make us a better people and elevate the place we call home. This " trinity" has been of great value in her life. Alicia is grateful for all of it.
Budgeting 101 isn’t just for young adults. Helping your employees get a handle on their daily expenses begins with understanding budgeting basics. We can help you start those valuable conversations. #financialwellness
Our thoughts are with our friends in the Panhandle as Hurricane Sally develops. Please stay safe!
Tim McLarty, CMFC
September 14 at 12:01 PM ·
It has been an eventful hurricane season and as the storm approaches, our thoughts are with everyone in the affected areas. Please stay safe.
It has been an eventful hurricane season and as the storm approaches, our thoughts are with everyone in the affected areas. Please stay safe.
Hello, from Keith Cunningham! APMA® CRPC® Keith has been working in technology and finance for the 7 past years. He is married with two kids, a boy and girl (13 & 9). As a family, they spend their time playing golf, swimming and fly fishing in the Adirondacks. Keith has competed in numerous Ultra-marathons and Ironman distance triathlons.
Howdy! Today is National Good Neighbor Day. You can express your gratitude for your neighbors and your community by sharing someone you’re grateful for.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
*ahem* Allow us to reintroduce our fierce leader, Megan Merriam! CRPC®
Megan is a Financial Advisor and the Operations Manager for Teal Wealth Management and has worked for Ameriprise for over 10 years, in addition to being a financial advisor the past year. She has an undergraduate degree from Siena College, and a Master’s in Business Education from The College of Saint Rose. Megan lives in Ballston Lake with her husband and their cocker spaniel, Brady. Megan enjoys traveling; her most memorable trip was to the Amalfi Coast for her honeymoon.
She keeps us all in check! 🥰
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Say hello to Whitney! Financial Advisor, CRC®
Whitney Streck is a Florida native and currently operates in our Destin, FL office location. She graduated from the University of West Florida with a BSBA in Finance and a minor in Management. She is a Certified Retirement Counselor®, with 10 years as a Licensed Financial Advisor. At Ameriprise, Whitney is available for many investment strategies, but her primary areas of focus are financial planning, multi-generational planning, retirement planning, income strategies, insurance and saving for education. She has a passion for serving her clients and takes pride in the relationships she fosters with them. Whitney has spent much of her career in Texas thus far, where she met her husband Larry. They moved back to the Florida panhandle when she joined the Ameriprise team. When she is not helping her clients reach their financial goals, she enjoys spending time with her husband and their two wonderful children, Jackson and Addison. They love traveling and spending time relaxing on the beautiful white sand beaches of the Emerald Coast.
Say hello to Megan Caulfield, CFP®
Megan attended James Madison University and was the first woman to receive a specialized engineering degree from the JMU School of Integrated Science and Technology. She has lived abroad and traveled extensively. She speaks fluent English and Spanish and is proficient in Italian and French. She recently received her Certified Financial Planner (CFP®) practitioner and has been managing her boutique financial advisory practice since 2006.
Hello from Kathryn Peterson! CFP®, CRPC®, APMA®
Kate started with Ameriprise Financial in 2011 as an intern after graduating from SUNY Albany. She loves spending time with her husband Ben, daughter Sloane and their two dogs. In her spare time, Kate enjoys traveling, tennis, football Sundays and reality TV. She recently welcomed the arrival of her baby boy, Ford, in August!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Wow, listen to this! Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
13 Costs of Owning a Cat | Kiplinger
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
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It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
