Michael Bowen is a financial advisor with Ameriprise in Rockingham, VA, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameriprise since 2020 and previously spent 18 years at American Express Financial Advisors Inc. Bowen also owns GreenBush, LLC, which manages the back-office operations of his practice. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts.

Philip St Jean is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. His prior positions include roles at WayMont Wealth, ArkWise Wealth, and Hefren-Tillotson Inc. He has also been involved with the Institute for Faith and Freedom and the Mercatus Center at George Mason University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.