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Drew M

Series 66

Edmond, OK

Ameriprise

Drew Mc Garraugh is a financial advisor with Ameriprise in Edmond, OK, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of directors for FirstBank Southwest and is involved in an oil and gas production LLC with his family. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement recommendations, emphasizing managed accounts and algorithm-driven processes.

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

Series 66

Edmond, OK

Ameriprise

Gregory Hester is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages Jon L. Hester P.C., an outside business activity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

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