Justin Lewis is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Lewis is involved with Lewis McWilliams LLC, a pass-through entity for client-generated commission income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Sean Mc Williams is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also the owner of McWilliams Lewis Team LLC, a financial advisory business based in Kirkland, WA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.