Aaron Keeney is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at John Deere from 2015 to 2021. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bernard Mack is a financial advisor with Ameriprise in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Our Lady of Victory Foundation and is Secretary/Treasurer of The Optimist Club Foundation of Davenport. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kelly Keeney is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies, with a focus on assets held in Ameriprise managed accounts.

Matthew Mack is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following six years in retail at Best Buy. Outside of his advisory role, he owns a retail business called Mack Holdings in Davenport, Iowa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.