Michael Lehman is a financial advisor at Ameriprise in Bloomfield Hills, MI, holding Series 65 and Series 66 credentials with 19 years of industry experience. His career includes roles at UBS Financial Services and Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, delivering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Karfis is a financial advisor with Ameriprise in Novi, Michigan, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing non-discretionary, research-driven recommendations on income sources, Social Security claiming, and tax-smart withdrawal strategies. The firm combines algorithmic tools with advisor oversight and emphasizes managed accounts within its planning approach.

Ariel Katz is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, Katz serves on the Board of Directors at Temple Israel and participates in community committees including the ALS Lived Experience Committee and the Great Lakes Z Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed through Ameriprise.

Jeffrey Hess is a financial advisor with Ameriprise in Dexter, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Michael King is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Walter Schram is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise since 2017, following an 11-year tenure at UBS Financial Services. Schram holds the Series 63 and Series 65 licenses. 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 advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Amy Bolda is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service geared toward clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centrally delivered, non-discretionary service that supports Ameriprise financial advisors.

Edward Gennrich Jr. is a financial advisor with Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate asset bucketing, tax-efficiency, and probabilistic modeling, with an emphasis on managing assets within Ameriprise accounts.

Jeffrey Kingzett is a financial advisor at Ameriprise with 21 years of industry experience and holds a Series 66 designation. He has been with Ameriprise Financial Services since 2009. He serves on the Financial Advisory Committee of the US Social Investment Forum, which advises on programs for financial advisors working with investors interested in environmental and social impact investing. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income program uses a centralized team and proprietary tools to deliver client recommendations within a framework influenced by Ameriprise’s affiliated products and distribution arrangements.

Alison Warren is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has been with Ameriprise since 2026 and has no prior industry experience. Her background includes roles with several nonprofit organizations and a decade at the University of Michigan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach involves collaborative, non-discretionary implementation supported by internal investment research and third-party data.

Eric Konopka is a financial advisor with Ameriprise in Northville, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a fireworks retail company in Michigan. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.