Amy L. Swier, CFP, CPA

05/13/2026

We are excited to share that Gary Schaap has been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. Please join us in congratulating Gary! https://bit.ly/4eLUbDp

04/29/2026

Join us in celebrating Gary Schaap, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Gary! All of us at Ameriprise share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

https://bit.ly/4cIIuw0

12/12/2025

Before ringing in the new year, consider nine simple steps you can take to maximize savings while minimizing taxes. This year-end checklist is a must-read for anyone who wants to finish the year strong.

Connect with me to ensure you’re set up for success in 2026.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

11/20/2025

Yesterday we had the pleasure of supporting a local food pantry (Faith in Action) by prepping Thanksgiving boxes for those in need.

08/07/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

05/26/2025

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

05/10/2025

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

05/07/2025

We’re excited to share that Forbes named Gary Schaap to their 2025 Best-in-State Wealth Advisors list. Gary, we’re so proud to work alongside you to help our clients feel more confident about their financial goals. Thank you to our wonderful clients for making this possible through your continued trust and the opportunity to work together.
https://bit.ly/3GLrjMx

05/06/2025

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

05/03/2025

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP