Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Kristy Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, Barzen is involved in local business networking through the West Side Chamber of Commerce and co-owns several business entities related to managing her financial planning practice. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.