Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliates since 2004. Outside of her advisory work, Olson is co-owner of a personal fitness training business and is involved with missionary support and organizational activities at New Life Community Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, noted for its Premier Retirement Income service that provides detailed planning and ongoing advice for clients nearing or in retirement. The firm’s approach integrates proprietary research, third-party data, and algorithmic analysis within a framework of managed accounts and affiliated investment options.

Jennifer Herl is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation in its recommendations.