Cart 0
Cart 0

‌Leveraging Your and Your Team’s Strengths to Better Serve Your Clients

Dominique Toews and Drake Van Zante are Private Wealth Advisors, or Financial Advisors, with TVZ Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. We sat down with Domi and Drake to learn about how they use the Clifton Strengths program in their work.

Domi’s Top-5 Strengths:

  • Relator
  • Positivity
  • Activator
  • Belief
  • Arranger

Drake Top-5 Strengths:

  • Relator
  • Individualization
  • Strategic
  • Learner
  • Analytical

What do you two do for work?

We are Private Wealth Advisors, also referred to as Financial Advisors.

What does your organization do?

We are a private wealth advisory practice of Ameriprise Financial Services, LLC. We help our clients to achieve their financial goals.

How do you use Clifton Strengths in your organization and how has it helped you, your team, or your clients grow?

Our team has a commitment to being open to personal growth. We are focused on knowing our personal strengths as well as our teammates’ strengths. By being aware of our strengths, we can maximize and leverage each other’s individual talents to serve our clients better.

What do you like most about StrengthsMugs?

Everyday, our mugs remind us that our team is committed to excellence. We’re not only competent in the financial world, we’re also striving to always be better in our personal and professional lives.

More About Dominique

Dominique Toews is the Operations Manager at TVZ Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. 

Connect with Dominique: More About Drake

Drake Van Zante, CRPC™, APMA™, is a Private Wealth Advisor and Chartered Retirement Planning Counselor™ at TVZ Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC . With over two decades of experience in financial services, Drake holds the designations of Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Portfolio Management Advisor™ (APMA™), along with holding his Series 7 and 66 licenses.

A 2004 graduate of the University of Portland with a degree in Business Administration, Drake offers comprehensive financial guidance across a broad spectrum of areas. His expertise spans retirement planning, wealth preservation, investment management, and specialized strategies for women's finances.

Additional focus areas include charitable giving, sustainable investing, family financial planning, business retirement plans, Social Security benefits, cash flow management, intergenerational planning, insurance, estate planning, education savings, and tax planning strategies. Drake's diverse skill set allows him to provide holistic financial solutions tailored to each client's unique needs and goals at TVZ Wealth Advisors.

Connect with Drake: Buy a StrengthsMug:

Want to be a StrengthsMugs customer in the spotlight?

StrengthsMugs is officially licensed by Gallup, Inc to sell CliftonStrengths® products. Gallup®, CliftonStrengths® and the 34 theme names of CliftonStrengths® are trademarks of Gallup, Inc. All rights reserved. To learn more about CliftonStrengths®, please visit http://www.gallup.com/cliftonstrengths.

← Older Post