Matthew Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several nonprofit boards, including Open Doors Outdoors and the Nutmeg Symphony Orchestra, and is involved in fitness class training. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Betsy Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on several nonprofit boards, including as Treasurer of Tara's Starfish Foundation and as a board member for Playhouse on Park and Pilgrim Pines, and she is involved with the Travelers Championship as a player relations contact. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written, data-driven recommendation reports that incorporate modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.