Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sophia Spencer is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2011, including six years at the current firm. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.