Fortune - USA (2021-10 & 2021-11)

FIVE STAR WEALTH MANAGER AWARD WINNER

I believe success should be measured not just by your fi nancial well-being

but by how confi dent you feel about your future. My purpose is to help you

reach your fi nancial goals through a relationship based on personalized

advice. I am supported by a team of professionals to ensure you receive a

high-level client experience with consistent communication. I am a 2013

• 2018 and 2021 Five Star Wealth Manager award winner.

Financial Advisor, CFP®, APMA®

Vieng Bounnam

4380 SW Macadam Avenue, Suite 180 • Portland, OR 97239

Phone: 503-546-2243 • [email protected]

http://www.ameripriseadvisors.com/vieng.x.bounnam

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FIVE STAR WEALTH MANAGER AWARD WINNER

Integrity, Trust, Experience

Brenda provides highly personalized and comprehensive wealth

management services. She helps families and small-business

owners define what is most important to them and then

formulates strategies to help them achieve their life goals in a

tax-efficient manner. For 17 years, Brenda’s clients have benefited

from a relationship that is built on mutual trust and integrity.

Brenda Ramsey

Wealth Manager, Partner

500 E Ohio Street, Suite 200 • Indianapolis, IN 46204

Phone: 317-238-6582 • [email protected]

http://www.brunetteandassociates.com

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Shellee Pietras has a broad base of training in retirement planning,

investments and life insurance. Thanks to her extensive fi nancial

coursework, she serves her clients with a wide range of fi nancial

knowledge and adheres to a strict code of ethics. Shellee is grateful for

her loyal customers, who have allowed her business to grow through

referrals. With her experience and commitment to her clients, Shellee

can help you with your fi nancial goals.

CFP®

FIVE STAR WEALTH MANAGER AWARD WINNER

Shellee Pietras

622 N Madison Avenue, Suite 10 • Greenwood, IN 46142

O ce: 317-887-1212 • [email protected]

http://www.promiseadvisorygroup.com

Promise

Advisory Group

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Patty Quiñónez

CRPC®, ADPA®, Financial Advisor

Quiñóne z & Associates

A fi nancial advisory practice of Ameriprise Financial Services, LLC

4600 Rockside Road, Suite 200 • Independence, OH 4413

O ce: 216-373-2700

FIVE STAR WEALTH MANAGER AWARD WINNER

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I have specialized in serving the needs of physicians and women

for 24 years. What separates me from others are my one-on-one

relationships with my clients and my belief that financial planning

is about the peace of mind of having a plan in place.

FIVE STAR WEALTH MANAGER AWARD WINNER

Our process starts with foundational planning advice centered on

your primary fi nancial goal. We then recommend strategies and

investments tailored to help you reach your fi nancial goal. Tracking

your progress allows us to update your strategies and adjust your

fi nancial investments as needed to meet life’s challenges. Margaret is a

2013 – 2021 Five Star Wealth Manager award winner.

CRPC®, APMA®, Financial Advisor, Business Financial Advisor

Margaret E. McLurg

6265 Emerald Parkway, Suite 150 • Dublin, OH 43016

O ce: 614-389-5017 • [email protected]

ameripriseadvisors.com/margaret.e.mclurg

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Cathy has been a fi nancial representative for 30 years. She always

puts the client’s best interest fi rst, talks to people in real words and

takes time to explain and answer questions. Her relationships with

her clients are built on trust and loyalty — many of them have been

clients for 20 to 30 years. Cathy is a 2010, 2012, 2013, 2015, 2016,

2020 and 2021 Five Star Wealth Manager.

Cathleen N. Stevens

Senior Vice President, Financial Advisor, CFP®

603 Macy Drive • Roswell, GA 30076

Phone: 770-685-1926

[email protected] • ihtwealthmanagement.com

FIVE STAR WEALTH MANAGER AWARD WINNER

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