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Dean S

Series 66

Billings, MT

Ameriprise

Dean Studer III is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Yellowstone Bank and as a financial advisor associate at SFGE, LLC. He also has experience outside finance, having worked in construction and at Saint John's University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which includes a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shauna S

Series 66

Billings, MT

Ameriprise

Shauna Stene is a financial advisor at Ameriprise with Series 66 designation and two years of industry experience. Her prior work includes roles at First Interstate Bank and Scheels, as well as teaching positions at Montana State University Billings and West High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates in-depth investment research and tools, with a distinctive enrollment process tied to investable assets and an investment lineup influenced by affiliated product partners.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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