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IncredibleWealth

 Financial advice to help achieve your goals.
 

 

Expert Financial Guidance Tailored to Your Life, Your Business, and Your Future

At IncredibleBank, we partner with Ameriprise Financial to provide personalized financial planning and investment services.
 
We serve individuals and businesses across Michigan, Wisconsin, and Florida—offering strategies built around your goals.
 
Whether you're preparing for retirement, managing business succession, or exploring insurance and annuity options, our advisors bring decades of experience to every conversation.
 
From communities like Marquette and Wausau to Cape Coral, we help clients navigate life’s financial decisions with confidence and clarity.
 
Our approach combines local insight with nationally recognized expertise—so you can plan for what matters most, wherever you are.
 





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Personal Financial Services

Your financial goals are personal—and your plan should be too.

Whether you're saving for retirement, investing for growth, or preparing for life’s unexpected turns, our advisors offer personalized strategies built around your priorities.

Through our partnership with Ameriprise Financial, we deliver expert guidance and access to solutions that help you move forward with confidence. 

What personal financial services does IncredibleBank offer through Ameriprise Financial?

  • Financial Planning – Build a personalized roadmap for your financial future.
  • Retirement Income Strategies – Plan for steady income after you stop working.
  • Investment Solutions – Grow your wealth with tailored investment strategies.
  • Insurance and Annuities – Protect what matters most with coverage that fits your life.
  • Education Expense Planning – Prepare for college costs with smart saving strategies.
  • Estate Planning Strategies – Ensure your legacy is protected and passed on as intended.
  • Tax Planning Strategies – Optimize your financial decisions with tax-smart guidance.

Take the first step toward a financial plan designed just for you.

 

Talk to an advisor



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Business Financial Services

Your business deserves more than a one-size-fits-all approach.

From succession planning to employee retirement benefits, our advisors help you build financial strategies that support your growth and protect your future.

With Ameriprise Financial’s resources and our local insight, we’re here to help you make smart, confident decisions for your business.

What business financial services are available through IncredibleBank and Ameriprise Financial?

  • 401(k), Simple IRA, and SEP Plans – Offer retirement benefits that attract and retain talent.
  • Business Succession Planning – Prepare for leadership transitions with confidence.
  • Brokerage and Managed Investment Accounts – Manage business assets with professional oversight. 

Build a strategy that helps your business grow and thrive.

 

Protect My Business Future



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Meet Your Advisors

Our financial advisors serve communities across Michigan, Wisconsin, and Florida—bringing deep local insight and nationally recognized expertise to every conversation.

IncredibleWealth is a financial advisory practice of Ameriprise Financial Services, LLC, a longstanding leader in financial planning and advice. Ameriprise has served over 2 million clients for more than 130 years, with over $1 trillion in assets under management and administration.¹

We are not investment clients of Ameriprise, but we do have a revenue-sharing relationship that creates a conflict of interest.²

Details on how we work together can be found on ameriprise.com/sec-disclosure.

¹ Source: Ameriprise company reports
² Source: Ameriprise Q2 2024 Earnings Release

Investment Products:
Not FDIC or NCUA Insured · No Financial Institution Guarantee · May Lose Value. Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.

Ameriprise Financial cannot guarantee future financial results.
Financial planning services are optional and priced based on your advisor’s fee schedule. Ameriprise does not offer tax or legal advice. Consult your tax advisor or attorney for guidance.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. View the Ameriprise FINRA BrokerCheck listing. 


























 




































































Talk to One of Our Financial Advisors to Get Started

Dan Augustine, AIF®
Financial Advisor
Located at Wausau - 17th Branch

Phone: 715-348-1515
dan.augustine@ampf.com




Meet Dan

Brian J. Coleman
Financial Advisor
Located at Marquette - West Branch

Phone: 906-273-2626
brian.coleman@ampf.com




Meet Brian

Jeff Isaacson, AIF®
Financial Advisor
Located at Merrill Branch

Phone: 715-539-1519
jeff.isaacson@ampf.com




Meet Jeff


Jodi Tanner, CRPC™
Financial Advisor
Located at Cape Coral - Skyline

Phone: 239-666-3126
jodi.tanner@ampf.com




Meet Jodi


Bryan McCracken
Operations Specialist
Located at Wausau - 17th Branch

Phone: 715-348-1527
bryan.a.mccracken@ampf.com