Ron Phelps and Jacob Hamus moved to Ameriprise because of the firm's financial planning capabilities, technology and holistic client focus
Phelps and Hamus evaluated more than a dozen options, including wirehouses, independents, regionals and a Registered Investment Advisory firm before choosing Ameriprise. They decided to move in late March, taking comfort in the fact that Ameriprise would help them provide excellent service to their clients amid the COVID-19 pandemic.
Jacob Hamus added, "We're excited to join Ameriprise. The firm is a longstanding leader in financial planning, and we've been impressed with the firm's technology and digital capabilities, which are designed to help us collaborate smoothly with clients across multiple generations."
Their team, which operates under the name The Phelps Hamus Group, also includes client service associates Wendy Campbell and Lyam Hunt. They are supported locally by Ameriprise branch manager Paul Jackson.
About Ameriprise Financial
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.
1 Company data as of August 2019.
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