CRPC®, Financial AdvisorFIVE STAR WEALTH MANAGER AWARD WINNER8455 S Saginaw Street, Suite 101 • Grand Blanc, MI 48439
Phone: 810-579-2838 • [email protected]
http://www.ameripriseadvisors.com/dawn.l.hausch-cooperWINNERYEAR^9- An Ameriprise Platinum Financial Services® Advisor
- Chartered Retirement Planning CounselorSM
I am passionate about working with my clients and helping them
experience fi nancial confi dence now and in retirement. I focus on
building new relationships and designing plans that suit my clients’
unique needs. I am a 2013 – 2021 Five Star Wealth Manager.
FIVE STAR WEALTH MANAGER AWARD WINNERCarolynn is a 2012 – 2015 and 2017 – 2021 Five Star Wealth
Manager award winner. She has over 30 years of experience as a
financial advisor. By working together, Carolynn and her team can
help you achieve your financial goals today and tomorrow.Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitionerCarolynn VaselSVW Wealth Management
A fi nancial advisory practice of Ameriprise Financial Services, LLC
8711 Watson Road, Suite 105C • St. Louis, MO 63119
Phone: 314-849-7601 • [email protected]
http://www.ameripriseadvisors.com/carolynn.x.vaselWINNERYEAR^9FIVE STAR WEALTH MANAGER AWARD WINNERHead and Shoulders
photo 1.5” wide by 2”
high at 300 dpiFirst Vice President — InvestmentsJamie Sue Botts7400 W 130th Street, Suite 400 • Overland Park, KS 66213
Phone: 913-402-5163
[email protected]WINNERYEAR^2With three decades of experience in fi nancial services, Jamie is
dedicated to helping clients build, manage, preserve and transition
their wealth. Jamie is fortunate to work with her mother, Neta Jeff us, a
senior vice president – investment offi cer and her son, Brandon Botts, a
fi nancial advisor. Jamie helps clients through all life’s phases.2014 and 2021 Five Star Wealth ManagerWhether your goals are growing your assets, preparing for retirement,
protecting your wealth or planning your estate, Sherrie and her team
work with you to craft personalized plans and strategies designed
to meet your goals and comfort levels. We invite you to call for your
complimentary initial consultation and let us help you identify new
strategies and opportunities to help get you and keep you on track.Sherrie Lynn Deveau
Financial AdvisorFIVE STAR WEALTH MANAGER AWARD WINNER111 Founders Plaza, Suite 1503 • East Hartford, CT 06108
Phone: 860-270-0714
[email protected] • http://www.deveauandassociates.comWINNERYEAR^9
FIVE STAR WEALTH MANAGER AWARD WINNERFCFP®Joan M. ValentiJoan Valenti, president and founder of Valenti Wealth
Management, LLC, has been providing financial guidance for
experienced investors since 1982. She leads an experienced team
that specializes in helping clients pursue their retirement goals
and distribute their assets in a tax-efficient manner. The team
focuses on wealth accumulation and preservation from generation
to generation.3 Forest Park Drive • Farmington, CT 06032
Phone: 860-677-7790
[email protected]
http://www.valentiwealthmanagement.comWINNERYEAR^9
Head and Shoulders
photo 1.5” wide by 2”
high at 300 dpiFIVE STAR WEALTH MANAGER AWARD WINNERCarrie provides comprehensive wealth management services utilizing
Wells Fargo Advisors Financial Network’s vast resources and drawing on
a deep understanding of what’s most important to her clients. They enjoy
an intimate personal advisory relationship built on mutual trust, integrity
and over 35 years of unwavering commitment to serve their best interests.
She is a 2012 – 2018 and 2020 – 2021 Five Star Wealth Manager.Managing Principal, CFP®, Lic. 1335627Carrie B. Ryan9100 Keystone Crossing, Suite 625 • Indianapolis, IN 46240
Phone: 317-846-1999 • carrie.ryan@wfafi net.com
fa.wellsfargoadvisors.com/carrie-ryanWINNERYEAR^9