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Patricia G
Series 66
Lancaster, PA
Ameriprise
Patricia Greising is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is the owner of LJS Group LLC, where she leads strategic planning, operational implementation, and provides training in client care and team operations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized consulting team in partnership with advisors like Greising.
Lucas K
Series 66
Lancaster, PA
Ameriprise
Lucas Kauffman is a Series 66-licensed financial advisor with Ameriprise in Lancaster, PA, and has 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he owns LJS Group LLC, a consulting and business management entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and algorithmic tools to deliver customized, tax-smart income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Charles W
CFP®, Series 66
Lancaster, PA
Ameriprise
Charles Walp is a CFP® professional affiliated with Ameriprise in Lancaster, PA, with 14 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Walp serves on the Alumni Council of Lancaster Country Day School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing proprietary research and collaborative implementation with client advisors.
Peyton B
Series 66
Lancaster, PA
Ameriprise
Peyton Bechtold is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Peyton held positions at Misenos 2 and Tom James Company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.
Tyler K
Series 66
Lancaster, PA
Ameriprise
Tyler Kirby is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Weis Markets for six years and taught at Shippensburg Area Middle and High Schools for six years. He is also an associate financial advisor at LJS Group LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to generate tailored retirement-income recommendations.
Robert K
Series 66
Lancaster, PA
Ameriprise
Robert Kilgore is a financial advisor with Ameriprise in Lititz, PA, holding a Series 66 designation and one year of experience at the firm. His prior work history includes roles at Bell's Bike Shop, Maggiano's Little Italy, Bent Creek Country Club, and Giant Food Stores. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.
Thomas L
Series 63, Series 66
Lancaster, PA
Ameriprise
Thomas Landers Jr. is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at multiple firms including Avantax Advisory Services and has owned Tom Landers Tax & Financial, LLC, which provides tax preparation and insurance services. Outside of advising, he is involved with CleverRx, a mobile app offering prescription discounts. Ameriprise offers retirement-income planning services targeting clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies delivered through a centralized consulting team.
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