TriAlta Advisors Merges With Tandem Financial Partners

  • Wednesday, May 4, 2016

TriAlta Advisors, an Ameriprise practice, is merging with Tandem Financial Partners.  

Corey Anderson, who will be an investment manager, and his wife, Tricia, an administrative assistant, bring experience in investment management as well as advanced estate planning skills.  

Samuel Montgomery is also joining Tandem Financial Partners. Mr. Montgomery is a graduate of Liberty University with a degree in both Financial Planning and Marketing and he will be taking the role of client service manager.   

For more information, visit ameriprise.com or www.tandemfinancialpartners.com.

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