My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Linda Stotenbur is a CFP® with 27 years of industry experience, currently with Ameriprise in Grand Rapids, MI. She has been with Ameriprise and its predecessor firms since 2004. Outside of her advisory work, she is a co-owner of SSW Partners, LLC, which manages her Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Paul Mysliwiec is a financial advisor with Ameriprise in Rockford, MI, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including over 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in managing a business related to rental property. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Sanford is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Sanford serves as president of the Delta Chi Western Michigan Housing Corporation and has participated in organizing his high school reunion. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 retirement planning through a centralized consulting team.

Ulrich Noorman is a financial advisor with Ameriprise, holding a Series 66 designation and 46 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate income strategies, Social Security options, and tax-efficient withdrawal plans. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with advisors.

Laura Lubbers is a CFP®-designated financial advisor with Ameriprise, based in Wyoming, MI, and has 26 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mitchell Milks is a financial advisor at Ameriprise in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, Mercantile Bank, and Meyer C Weiner Company. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while emphasizing the use of Ameriprise-managed accounts.

George Wit is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through LLCs related to office property management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Matt Lindgren is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Michael Fiorenzo is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm delivers written recommendation reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis through a centralized consulting team.

James Haberlein is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1997, currently serving at the Grand Rapids, MI office. His credentials include the Series 63 license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic tools to support its advisory process.

Carla Grimes Ooyevaar is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved with OKL LLC, where she serves as a financial advisor. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.