Jo K Kovacich CFP, CRPC

05/14/2025

So happy for you, Macy!!! Congrats!!! While we’re sad to see you leave our team, here at Ameriprise, we’re excited to see what you’ll accomplish in life!!!

02/16/2024

Great news: I’ve been awarded the Ameriprise Client Experience Award again in 2023! This recognition is earned by consistently delivering outstanding client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals. https://bit.ly/3OQxlwz

11/23/2023

09/07/2023

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

09/01/2023

Happy Labor Day weekend! Our office will be closed September 4th and will reopen September 5th. We hope you have a safe and fun time with your friends and family.

06/07/2023

Please help me welcome Macy Westby to our team!!! She is going to be working in the Virginia office as our client concierge. Macy just graduated from Virginia High School and will be attending Minnesota North this fall to pursue a nursing degree. We're very excited to have her!

05/23/2023

These past 15+ years have been fantastic! I have met and worked with a lot of great clients and colleagues. I also had the honor of working alongside two outstanding individuals who are no longer with us. RIP Mark and Brenda, I couldn't have done it without you!!!

05/04/2023

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

03/15/2023

We are proud to sponsor the 2023 Virginia Figure Skating Show! Performances are Friday, March 17th at 7:00 p.m. and Saturday, March 18th at 2:00 p.m., at the Iron Trail Motors Event Center in Virginia.

03/08/2023

Today we celebrate women and girls everywhere for their resilience, power and leadership. I’m thankful for the many important women and little girls in my life.

02/21/2023

Great news: I’ve been awarded the Ameriprise Client Experience Award again in 2022! This recognition is earned by consistently delivering exceptional client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals. Thank you for your support! https://bit.ly/3Es5VrJ

01/03/2023

Ongoing volatility can feel unsettling – even for the most experienced investors. But after a bear market hits a bottom, stocks have a strong history of bouncing back in the subsequent months and years. I can help you maintain a diversified portfolio to navigate the market ups and downs.