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Daniel D

Series 63, Series 65

Hudsonville, MI

Ameriprise

Daniel De Witt is a financial advisor with Ameriprise in Hudsonville, MI, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in business ownership related to tax preparation and administrative management for his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

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

CFP®, Series 63, Series 65

Hudsonville, MI

Ameriprise

William Vanoverloop is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise in Hudsonville, MI. Prior to joining Ameriprise in 2026, he spent 20 years with The Huntington Investment Company. He serves as a board member of the Heritage Christian School Foundation, which supports a local Christian elementary school through grant funding. 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 focused on dependable income sources and tax-aware withdrawal strategies.

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

CFP®, Series 63, Series 65

Hudsonville, MI

Ameriprise

Jason Crottie is a CFP® professional with 23 years of industry experience, currently advising at Ameriprise in Hudsonville, MI. Prior to joining Ameriprise in 2026, he spent over two decades with Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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