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Jeremy H

Series 63, Series 65

Howell, MI

Ameriprise

Jeremy Hershey is a financial advisor with Ameriprise in Howell, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include eight years at The Huntington Investment Company and positions at Axa Advisors and State Farm. Outside of finance, he is writing and illustrating a children’s book that will be available for sale on Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael E

Series 63, Series 65

Howell, MI

Ameriprise

Michael Eze is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank. Outside of his advisory role, he has been involved in cleaning services and works as a shift supervisor at a retail pharmacy. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides detailed recommendation reports and ongoing advice focused on income sources and tax-aware strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Luke N

CFP®, Series 66

Howell, MI

Ameriprise

Luke Nolan is a financial advisor with Ameriprise in Howell, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, Nolan owns The Nolan Consulting Group, provides expert witness services in financial services cases unrelated to Ameriprise, and serves on the finance committee of the Livingston County United Way. Ameriprise offers a retirement-income planning service aimed at individuals 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 to provide tailored, algorithm-supported recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Travis R

Series 66

Howell, MI

Ameriprise

Travis Richards is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliated entity since 2013. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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