Financial Advisor at FORTIFY™ Private Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
My approach Putting clients first; it's what I do Ameriprise earned a Hearts & Wallets Top Performer™ recognition in: “Unbiased, puts my interest first” “Explains things in understandable terms” “Understands me and shares my values” I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Areas of Focus: Investments Insurance Wealth Preservation Strategies
Wishing Becky in our Buckhannon office a very Happy Birthday today!
Happy National Nurses Day! On this day, we raise awareness of all nurse contributions, commitments and acknowledge the vital role nurses play in society. This day is also the first day of National Nurses Week and is sometimes known as National RN Recognition Day.
National Nurses Week begins today and ends on May 12, which is the birthday of Florence Nightingale. Florence Nightingale was a celebrated English, social reformer, statistician, and the founder of modern nursing. She became well-known while taking care of the wounded soldiers during the Crimean War. Nightingale was dubbed “The Lady with the Lamp” because of her habit of making rounds at night.
Thank you for all that you do!
Happy Monday, and May the Fourth be with you! We hope you were able to join the Ameriprise client call last week. This week we are back to our usual time and format for our call. On Thursday, May 7th at 4:30 p.m. we will have our regular market update by FORTIFY™ advisors Ed Poach, Rob Kimble, and Tony Pol. Following that, we will feature Adam Gilbert, Executive Director of JP Morgan Asset Management. Mr. Gilbert will be doing a brief presentation titled “Guide to the Markets - Q2". We hope you will be able to join us for this informative call.
To register, please email [email protected] and simply type "register" in the subject line. We hope to see many of you on the call!
Today is National Adopt a Shelter Pet Day! These adorable rescues belong to some of our team members. Show us a picture of your adopted pet!! #adoptdontshop
In times of market pressure, it’s important to work together to make sound financial decisions based on objective information. Join a live call on April 30 to hear insights on questions from clients like you.
ameripriseadvisors.com We are closely watching the market environment to help you make informed decisions about your long-term, diversified investment strategy.
It's hard to believe, but it's been 5 years since these ladies joined the team! Happy work anniversary to Dianne & Jen!
Teach Your Children to Save Day is the perfect day to discuss the importance of smart spending and saving habits. I’m happy to join the conversation, now or in the future.
[04/20/20] If your business or company is considered essential and still operating during this time, post your company name to be recognized for your efforts! Thank you for all that you do!
Are you filling the difficult roles of parent and teacher? Here are some online resources to consider.
usnews.com With schools closed due to the coronavirus, here are online resources parents can use to keep students' skills sharp.
We will have a call this week today, April 16th at 4:30 p.m. After our regular market update by FORTIFY™ advisors Ed Poach, Rob Kimble, and Tony Pol, we will feature Kurt Carlson, Associate Managing Director for MFS. Mr. Carlson will be doing a brief presentation titled “10 Principles of Long-Term Investing Resilience”. We hope you will be able to join us for this informative call.
· To register for the Market Update call hosted by FORTIFY™ Private Wealth Management today, April 16th, at 4:30 p.m. please email [email protected]
Please feel free to email FORTIFY™ with any questions. Thank you for your patience and we are looking forward to working with you in-person again soon.
Congratulations today to Holly, who is celebrating 1 year with FORTIFY!
You may not need to cancel family fun with these social distancing-friendly ideas. How are you keeping your family traditions alive?
realsimple.com Don’t cancel, just compromise with some isolation-friendly ideas.
Eagerly awaiting your next adventure? Virtually explore these seven unique destinations.
realsimple.com Running out of things to do? The world is right at your fingertips.
Thank you for the positive response and support for our weekly update calls! Our call this week will be on Thursday, April 9th at 4:30, After our regular market update by FORTIFY™ advisors Ed Poach, Rob Kimble, and Tony Pol, we will feature Marcus Persichetti, Vice-President and Senior Regional Consultant for Federated Hermes Investors. Mr. Persichetti will be doing a brief presentation titled “Rising to the Challenge”, offering insight on the innovation and opportunities that often arise out of difficult times. We hope you will be able to join us for this informative call.
• To register for the Market Update call hosted by FORTIFY™ Private Wealth Management on Thursday, April 9th, at 4:30 p.m. either comment "register" below or email [email protected].
Please feel free to email [email protected] with any questions. Thank you for your patience and we are looking forward to working with you in-person again soon.
Some helpful information for our Pennsylvania clients.
I'm sure many of you can relate to the craziness of working from home while your family is trying to do the same. Here's a scene from Ed's home office!
With the positive feedback that was received from clients and guests on last week’s FORTIFY™ market update call we have decided to host calls on a regular basis through these volatile times. Our next call will be this Wednesday, April 1st, at 4:30 PM EST. We will discuss changes in the markets/economy, the recently passed stimulus bill, and other timely information. To register please follow instructions below.
· Email [email protected] to register for a Market Update call hosted by FORTIFY™ Private Wealth Management on Wednesday, April 1st, at 4:30 p.m. Simply type "register" in the subject line.
Please feel free to call (724-916-2233) or email ([email protected]) with questions. Thank you for your patience and we are looking forward to working with you in-person again soon.
Like many of you, our team is working from home. We are still available to you by phone, and can also do virtual Skype meetings if you would like. Working from home is not without its challenges, so we'll give you a glimpse into a lighter side of our days through social media. Here is a scene from my home office!
For all the parents in Buckhannon taking their kids for a walk and #goingonabearhunt, our office is participating!
Your health and well-being are our top priority and we remain committed to serving your needs. We understand the concern and uncertainty you may be experiencing about the coronavirus (COVID-19) and are committed to being responsive as the situation evolves.
It is important for you to know our team remains committed to serving you and will continue to be available to you. Last week’s announcement from the Pennsylvania Governor’s Office has temporarily closed our Canonsburg office, but our staff continues to work from home to provide the personal service you expect from FORTIFY Private Wealth Management. Our West Virginia location remains open, but for everyone’s health and safety, we will continue to schedule only phone calls and virtual meetings until we receive further clarification.
Canonsburg, PA - Office Phone Number 724-916-2233
Buckhannon, WV - Office Phone Number 304-472-8483
We are happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.
• Phone/Virtual Meeting – please know that we regularly meet with clients virtually through either phone or video and would be happy to do so with you.
• Accessing your accounts – you can also securely access your accounts anytime at ameriprise.com, or the Ameriprise app. For those of you who have registered for the secure site, this is a great way to access your accounts from any device at any time. If you have not registered already, you can register at ameriprise.com or contact our office and we can send you a link via e-mail.
• Ameriprise Client Service Center - you may also reach a service representative at 1.800.862.7919:
7 a.m. to 7 p.m. Central time (CT) Monday – Friday
8 a.m. to 5 p.m. CT Saturday and Sunday
Thank you for the trust and confidence you have placed in us. If you have any questions or would like to schedule a meeting, please contact our office. Together we can determine what, if any, action you may need to take. We wish you and your family health and safety during this time and always.
ameriprise.com Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com.
[03/20/20] Due to mandate of PA Governor Tom Wolf, all non-life sustaining businesses must be closed beginning March 19 at 8:00 p.m. Our PA office is closed. However, we will continue to serve our clients from our homes. We can be reached at our regular business number: 724-916-2233.
FORTIFY™ and Ameriprise Financial are taking COVID-19 seriously and utilizing measures to keep our staff, clients and families safe. The FORTIFY™ team is here to support you and be a resource to you – so utilize us. Across the globe, these are anxious times, but as a client, this is when our approach to advice matters most. We are here to serve all of our clients, help to ease you in these uncertain times and keep focusing on your long-term goals. We plan to continue with our normal office schedule; although with respect to social distancing suggestions, and everyone’s health and safety, we will be doing meetings as phone calls and virtual computer meetings through Tuesday, March 31st. As more information and guidance becomes available, this will be subject to change, but we will continue to notify you of any changes.
We will also offer calls and Skype conferences to communicate and answer any questions or concerns that you have. These will be offered both through our resources at Ameriprise and through FORTIFY’s own advice and resources. Please see the links below to both reference materials to read and review, as well as to register and participate on calls and virtual conferences. We also recommend that you continue to utilize the Ameriprise secure site for daily information and updates. We want to stay focused on our discussions with you about your goals and your personal risk tolerance moving forward.
With an ever-changing world and markets, updates will continue to come quickly, so please make sure that you communicate with us to confirm that we have the correct contact information for you, such as cell phone numbers and e-mail addresses. If you have not already done so, please register for your personal Ameriprise Secure Site. You may check the Secure Site for additional resources. If you need assistance with this process, please call or e-mail our office.
FORTIFY™ Private Wealth Management will be hosting a Market Update Call on Monday, March 23rd, 2020 at 4:30 p.m. Please email [email protected] to register for this call.
Celebrating 1 year with FORTIFY today!
We’re springing ahead, but not only because of the time change. It’s tax season and quarterly review time. Make an appointment to connect about any changes to your goals.
Last night was a ladies night as we had clients and guests join us to get their toes ready for spring!
The free time retirement provides can lead to overspending. Retirement can last 20 years or more, so let’s plan now for the retirement lifestyle you’d like to live.
While the coronavirus will eventually pass, it continues to impact markets and could lead to more volatility over the near-term. #AmeripriseResearch considerations: Keep a level head, put new money to work strategically, continue to align your portfolio with your risk tolerance.
If you see Becky today, be sure to congratulate her on 9 years with our company! Happy "work anniversary" Becky!
Showing kindness to our neighbors, even in small ways, can have a lasting impact. What #randomactsofkindness are you doing today?
May your Valentine’s Day be filled with happiness and love.
Saving for a down payment on a house can be slowed by rising rental rates and student loan debt. I can sit down with you, or potential home buyers in your family, to develop a strategy.
money.com More than 10 million Americans making $75,000 or more a year are renting, according to a Harvard study.
February is American Heart Month, and today is Wear Red Day! Today the country unites in the common goal for heart health awareness and the eradication of heart disease and strokes. #goredwearred
Local businesses add value to our community in many ways but shopping local is just one way to support them. I have another way to help local shops that starts with helping their customers. If you’d like to learn how, let’s talk. #communitysupport
Our new signs were finished today, so both of our offices are official!
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|Friday||08:30 - 16:30|
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