Ameriprise

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Deana Healy is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. Her prior work includes roles at Randstad Technologies, Salo LLC, and Vista Consulting Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Abel is a financial advisor at Ameriprise in Houston, TX, holding a Series 63 designation with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise.

Brandi Harris is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and nine years of industry experience. She was previously self-employed from 2015 to 2017 before joining Ameriprise. Outside of advising, she is involved in operational consulting, providing administrative client services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary advice through a centralized consulting team.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Keith Mortimore is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has held roles at Ameriprise since 2021 and previously operated Mortimore Wealth Strategies, LLC, a business entity he co-owns. Mortimore serves as chairman of the Massey Fender Endowment Fund board of directors. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anne Holderried is a financial advisor with Ameriprise in Washington Crossing, PA, holding a Series 66 designation and 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in a real estate business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Bumgarner is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise Financial Services LLC since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

David Wright is a financial advisor with Ameriprise in Draper, UT, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Ameriprise Financial and The Vanguard Group, as well as prior experience outside finance at BlenderBottle. He is also the owner of CherriON, a tart cherry juice company. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations through a centralized consulting team, supporting a wide range of advisory, brokerage, and insurance solutions.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and five years of industry experience. He also serves as an Associate Financial Advisor at Soundview Financial Group. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gary Chapman is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Chapman works as a bus driver for after-school programs with the YMCA and is an independent pickleball instructor. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Dombrowski is a financial advisor with Ameriprise in Troy, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, all with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income advice, supported by algorithmic tools and oversight committees.