Lisa A. Puttick, CFP

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/04/2026

On this Independence Day, let's honor the spirit of freedom and unity that brings us together as a community. May it be a day filled with happiness, laughter, and cherished moments with family and friends.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/26/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action at [email protected] or call at 904.821.0990

How to invest in “the best of the rest.”

06/25/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you. Let's connect at [email protected] or call at 904.821.0990

Find out how to address your health care needs in the event of a coverage gap.

06/24/2026

We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon. If you’d like to explore alternative investments, like private credit, are appropriate for your unique situation, let’s connect at [email protected] or give a call at 904.821.0990.

Investor anxiety surrounding the private debt market is heightened.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/19/2026

Freedom, opportunity, and equality — values worth honoring today and always. Wishing everyone a meaningful Juneteenth.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.