Christopher Jeng is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 28 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 with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary retirement planning recommendations through a centralized consulting team.

Susan Marvin is a CFP® with 21 years of experience in the financial industry, currently serving at Ameriprise since 2004. She holds the Series 66 designation and is based in Dallas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.