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Lesli N

Series 66

Lawton, OK

Ameriprise

Lesli Niusulu is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Ross Hankins Insurance Agency. Outside of her advisory role, she provides bookkeeping services to Centenary United Methodist Church in Lawton, Oklahoma. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

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

ChFC®, Series 63, Series 65

Lawton, OK

Ameriprise

Roy Waugh is a ChFC®-designated financial advisor with Ameriprise, based in Lawton, OK, and has 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he is involved in several business ventures including consulting through Professional Collaborative Consulting LLC and ownership interests in vehicle acquisition and real estate holding companies. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, with a focus on delivering structured retirement income recommendations using research-driven modeling and tax-efficient strategies.

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