Anthony Hensley is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Nathan Birney is a financial advisor with Ameriprise in Seabrook, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Birney is the owner of Hensley Birney LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Koerner is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns Tres Amiri LLC, a specialty food business, and manages general office operations for Katy Freeway Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jason Roberts is a financial advisor with Ameriprise in Cypress, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Roberts serves on the board of directors for Last Chance Recovery Center. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sandy Janki is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President of the SomBas Wellness Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.