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Hema V

CFP®, Series 63, Series 66

Evansville, IN

Ameriprise

Hema Vyas is a CFP®-certified financial advisor with Ameriprise, based in Newburgh, IN, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of financial advising, she owns Krishna Krupa LLC, a business supplying cleaning products to local motels and hotels. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

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

Series 63

Evansville, IN

Ameriprise

Jay Jacobs is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Jacobs is also involved in managing his own advisory business, Hayes Powers and Associates LLC. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts.

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

Series 66

Evansville, IN

Ameriprise

Elizabeth Alles is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following two years at Frito Lay. Outside of her advisory role, she is involved with Hayes, Powers and Associates, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Evansville, IN

Ameriprise

Joshua Rude is a financial advisor at Ameriprise in Evansville, IN, holding a Series 66 designation with less than a year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Sewell Automotive Companies and in education with the McKinney Independent School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centrally managed service that collaborates with advisors and clients.

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

Series 63, Series 65, Series 66

Evansville, IN

Ameriprise

Karen Lively is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She has worked at Ameriprise since 2020 and previously served at Raymond James Financial Services and RL Naas & Associates. She is also involved with Hayes Powers and Associates, where she manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Series 66

Evansville, IN

Ameriprise

Benjamin Franz is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2007. Outside of his advisory role, Franz is involved as a paraplanner with Hayes, Powers and Associates LLC, where he manages practice operations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Evansville, IN

Ameriprise

Blake Pressler is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Before his financial services career, he was employed at Goodwill and the University of Southern Indiana. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports.

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