Veterinary Business Management Association Club

Travis Alexander, MBA & Yohance Harrison

Travis Alexander

Business Experience

  • 2007 to present, Financial Advisor, Ameriprise Financial Services, Inc., Long Beach, CA
  • 2000–2005, Coo, West Coast Special Services, Edmonds, WA
  • 2000–2005, Owner, TPA Painting, Edmonds, WA

Education

  • MBA, 2007, Finance Gonzaga University, Spokane, WA
  • Bachelor of Science, 2006, Human Communication Arizona State University, Tempe, AZ

Designations

  • Master of Business Administration

Awards and Recognition

  • Ameriprise Client Satisfaction Survey Score: 100, 2011
  • Ameriprise Circle of Success, 2011

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies

My clients

  • You have dreams and goals, and we’ll work together to help put them more within reach. As an advisor living and working in your community, I’m  available to work with you in a way that meets your needs.  I gain tremendous satisfaction in knowing that people in my community are more  confident about their financial futures.

Interests

  • I am a passionate outdoorsman and athelete. Some of my favorite activities include:
  • Physical fitness - athletics, working out, CrossFit
  • Outdoor activities - camping, hiking, fishing, hunting, snow skiing, wakeboarding
  • Movies and Books!

Personal/Family information

  • I was born and raised in Edmonds, WA and have lived in Long Beach, CA since 2007!

Community participation

  • Southern California Veterinary Medical Association
  • Dallas Area Pharmacy Association
  • FoodBank of Santa Barbara County
  • California Aquatic Therapy and Wellness Center
  • Long Beach Chamber of Commerce

Yohance Harrison

Business Experience

  • 2010 to present, Branch Manager,Ameriprise Financial Services, Inc., Long Beach, CA
  • 2001–2010, Financial Advisor, Ameriprise FinancialServices, Inc., Long Beach, CA
  • 1999–2001, Customer Service Rep, Bank of America,Charlotte, NC

Designations

  • Chartered Retirement Planning Counselor

Awards and Recognition

  • Ameriprise Client Satisfaction SurveyScore: 88, 2011
  • Ameriprise Mercury Award, 2002
  • Ameriprise Circle of Success, 2007, 2008, 2011

Professional associations

  • Financial Planning Association
  • The Million Dollar Round Table

Areas of focus

  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Family Finances
  • Women’s Financial Strategies
  • Small Business

Community participation

  • I provide financial literacy for elementary, middle and high schoolers in Los Angeles and Long Beach Unified School Districts

Interests

  • I am originally from Charlotte, NC.
  • I enjoy photography and attending concerts in myspare time. 

Personal/Family information

  • I have a 10 year old son.
  • I recently got married! (August 27, 2011)