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Kari H

Series 66

Kennewick, WA

Ameriprise

Kari Hancock is a Series 66-licensed financial advisor with Ameriprise in Walla Walla, WA, with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she operates Happy Fins Diving & Travel, focusing on scuba diving photography and travel, and serves on the Endowment Committee at Zion Lutheran Church. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to support income strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 66

Kennewick, WA

Ameriprise

Roderick Muzzy is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, Muzzy independently sells and consults on audio-video products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

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

Series 63, Series 66

Kennewick, WA

Ameriprise

Robert Fix is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2017. Outside of his advisory role, he serves on the Board of Directors for the Inspiration Estates Home Owners Association and is employed by FWM, LLC in a noninvestment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports 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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