My Team
At Ethos Financial Partners (a private wealth advisory practice of Ameriprise Financial Services, Inc.), we understand that dreams are as unique as the dreamer and there is no one-size-fits-all approach to financial planning and asset management. We offer an individualized approach that starts by getting to know you, your priorities, your goals, and your financial situation. It all began in 1977 with one advisor, and our team today team includes 14 financial advisors and 10 full-time professional staff who help clients plan to achieve their dreams through experienced financial guidance and intelligent management of investments.
Skilled in the art and science of finance, we understand the intricacies of planning from insurance and investments, to college savings and retirement, and a broad variety of specialties in between.
My Approach
I work with busy hard-working professionals and retirees who value sound financial planning and investment management. I help my clients manage multiple goals and handle complex financial situations, and I can do the same for you. I follow a process that involves getting to know you and your goals and designing a plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life.
I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.
Areas of Focus
- Retirement Planning Strategies
- Tax Planning Strategies
- Small Business
- Wealth Preservation Strategies
- Estate Planning Strategies
- Retirement Income Strategies
- Charitable Giving
- Women's Financial Strategies
- Domestic Partner Planning
About Ameriprise
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s largest financial planning company1 and a leading global financial institution, with more than $650 billion in assets under management and administration2.
Every day – true to Tappan’s vision -- our 10,000 financial advisors2 work with our clients one-to-one, to help put their dreams and goals more within reach.
Community Participation
I strive to help my local communities and charitable organizations in any way possible. I am always open to new ways that I may help, especially in regards to education in finances.
I dedicated three years to the Board of Trustees for Colorado Women's Education Foundation where I was President and President-Elect. Scaling back to spend more time with family, I am proud to be a contributing community outreach member at Ethos Financial Partners.
I volunteer with several local non-profits including the Evelyn Brust Foundation and the Financial Planning Association of Colorado. I also participate on the MoneyLine9 panel on Channel 9 News.
Experience
Awards & Recognition
Barron's Top 1000 Advisors, 2012
NABCAP Premier Advisor, 2011
Five Star Wealth Manager, 2010
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
ChFC® Chartered Financial Consultant
CRPC® Chartered Retirement Planning CounselorSM
APMASM Accredited Portfolio Management Advisor
Business Financial Advisor
Insurance Specialist
Education
University of Pennsylvania
College for Financial Planning®
The American College
Interests
My husband, JC and I have been married for twelve years and we have a son, Deagan that is 5 years old. We feel fortunate to live in beautiful Colorado where we enjoy the outdoors in our own backyard and are often accompanied by our dogs. In the Winter, Deagan is an avid skier that is now carrying poles and exploring black diamonds. In the Summer, Deagan loves biking, camping, swimming, Rockies games, and cheering for his dad at softball. We travel occasionally, especially when it affords us more time with family. A few of our favorite destinations include St. Croix, U.S.V.I. and Victoria, B.C.
1Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2010, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
2Ameriprise Financial Second Quarter 2011 Statistical Supplement, June 30, 2011.
