07/15/2026
While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.
Financial Advisor with Latitude Wealth Advisory™
Latitude Wealth Advisory™
A private wealth advisory practice of Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
07/15/2026
While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.
06/21/2026
Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.
06/17/2026
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
Stock markets can be unpredictable in the short term. See what has to say about today’s activity.
05/25/2026
This Memorial Day, we remember those who gave their lives in service to our country.
05/10/2026
Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐
04/10/2026
Tax season tip 💡
If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.
While filing:
✅ Gather receipts for qualifying medical visits, procedures, or treatments
✅ Review whether expenses exceed the applicable threshold for deduction
04/06/2026
What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.
Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP
04/04/2026
An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD
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