Jordan Gonzalez is a financial advisor at Ameriprise in Annapolis, MD, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors, South River Mortgage, and various other firms in financial services and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research, third-party data, and algorithmic tools.

Patricia Beaver is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and bringing 16 years of industry experience. Her prior roles include positions at Lee Financial Group and Raymond James Financial Services. She also operated her own advisory practice from 2015 to 2017. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise-managed accounts.

Ingrid Lamb is a financial advisor with Ameriprise in Annapolis, MD, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. She previously worked at Money Concepts Capital Corp for 24 years before joining Ameriprise in 2026. Outside of advisory work, she owns Bayview Financial Consulting LLC, which provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service offering tailored retirement-income planning that includes written recommendation reports and ongoing advice based on research, data, and proprietary tools.

Eric Keitz is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, he worked at Severn Bank Corporation and operated his own CPA and tax preparation practice for over three decades. He serves as Audit Committee Chairman for the Annapolis Yacht Club and chairs finance committees for both the Annapolis Community Foundation and the AACC Foundation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Owen Motsay is a financial advisor at Ameriprise with a Series 66 credential and just over a year of industry experience. His background includes periods of full-time education and work at Norseman Defense Services, Killarney House, and Eastport Yacht Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.