Charles Heare is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Ameriprise in 2025, he spent 20 years at UBS Financial Services. He serves as treasurer on the board of directors for SOST and is an elder in his local Reformed Presbyterian Church. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.

Mike Persia is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Ameriprise in 2024. Outside of his advisory role, he owns MP3 Operations LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ashley Carter is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2024, Ashley worked for UBS Financial Services from 2012 to 2024. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Kyle Reid is a financial advisor at Ameriprise Financial Services, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2019 to 2026. Outside of his advisory role, he serves on the Board of Directors for the Symphony of Southeast Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax‑aware withdrawal strategies.

Thomas Goth is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 17 years. Goth is also the owner of TGG Operations LLC, a retail business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, point-in-time recommendations through a centralized consulting team.

Jeremy Saba is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, he owns and manages JBS Operations LLC and Q5 Operations LLC, which support his Ameriprise business, and has interests in several real estate and equipment-related ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Bradford Klein is a financial advisor with Ameriprise in Beaumont, TX, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Ameriprise in 2024. Outside of advising, Klein is involved in several business ventures including co-ownership of companies focused on real estate and farm and ranch equipment. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to produce tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Jennifer Castillo is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2025, she worked at UBS Financial Services from 2014 to 2025. She is also the owner of JLC Organization LLC, which manages her Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Omar Bitar is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Outside of his advisory role, Bitar is involved in managing business operations through ownership interests in entities such as OKB Operations LLC and Q5 Operations LLC, as well as an aviation-related venture, Geaux Horns LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a research-driven, model-based approach to deliver non-discretionary recommendations, combining tax-smart strategies and adaptive withdrawal planning within a broad range of advisory, brokerage, and insurance solutions.

Charles Heare is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent eight years at UBS Financial Services and five years with Jackson National Life Distributors LLC. He serves as treasurer for his neighborhood association, Calder Place 1929, managing funds for community events. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Wagner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sherrill Simon is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 12 years and Merrill for 3 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Taryn King is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, she worked at UBS Financial Services from 2012 to 2024. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.