Tracy Aufleger is a financial advisor with Ameriprise in Greensboro, GA, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering 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 its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Aufleger is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following a 23-year tenure at American Express Financial Advisors Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and operates as a large institutional firm with a broad range of advisory, brokerage, and insurance solutions.