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Jessica W

Series 66

Casper, WY

Ameriprise

Jessica Wilkinson is a financial advisor with Ameriprise in Casper, WY, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones and Farmers Insurance, and she also owns a cosmetology business as an independent contractor. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

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

Series 66

Casper, WY

Ameriprise

Andra Gentry is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2022, she worked at Edward Jones for twelve years. She serves on the Board of Directors for Devonshire Village HOA as Treasurer and manages her son's competitive soccer team as a team manager. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and uses algorithmic automation alongside advisory team review in its approach.

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

Series 66

Casper, WY

Ameriprise

Kari Brown is a financial advisor at Ameriprise with five years of industry experience. She previously worked at Edward Jones for two years and spent twenty years at J Jill before transitioning into financial services. Brown serves on the board of directors for the NCSD Perkins V Advisory Council. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

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