Dan Cary, CFP, Senior Financial Advisor with Ameriprise Financial. My role is to facilitate the development of a clients financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multigenerational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals. Being an experienced advisor from Ameriprise Financial, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short- term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.