Gary Presslaff joins Monumental Financial Planning
Financial advisor Gary Presslaff, a 40-year veteran in the financial services industry, recently joined an established independent Ameriprise Financial practice, Monumental Financial Planning, in Washington D.C.
Presslaff manages nearly $100 million in client assets and was most recently affiliated with LPL Financial. John Cortale, Ameriprise Private Wealth Advisor and Managing Director of Monumental Financial Planning, joined Ameriprise in May 2024 from LPL with a goal to grow the practice and enhance the quality and scope of services the team provides to clients.
“Joining Ameriprise and Monumental Financial Planning gives me an exciting opportunity to be part of a collaborative team committed to supporting both clients and each other. I was drawn to the firm’s advanced technology, innovative planning strategies and focus on ensuring clients receive top-tier service in an ever-evolving financial landscape.” – Gary Presslaff.
“Having previously collaborated with Gary at our previous firm, I have witnessed his extensive knowledge and dedication to client success firsthand and I’m thrilled to welcome him to the team. We look forward to growing our practice and enhancing our offering with the help of Gary and the collective commitment of our team.” – John Cortale.
Monumental Financial Planning currently manages over $350 million in client assets and includes four advisors and two support staff. The team is supported locally by Ameriprise Franchise Field Vice President Athena McGuire and Ameriprise Regional Vice President Thomas North.