Logan Heinrich is a financial advisor with Ameriprise in Lubbock, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Golden Circle Financial Group and spent six years at Texas Tech University Health Sciences Center. Heinrich serves as Vice-Chairman on the Board of Elders for Fellowship Church in Lubbock. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Belding is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network and First Bank & Trust. He also has an active role at Golden Circle Financial Group, LLC, where he assists with client planning, annual reviews, and insurance needs. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

James Butts is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network Inc. and Hospice of Midland. Outside of his financial advisory work, he serves as a supply preacher one Sunday each month at First Baptist Church Amherst. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

Hunter Haley is a CFP® and Series 66-registered financial advisor with Ameriprise Financial Services, based in Lubbock, TX. He has nine years of industry experience, including prior roles at Cerity Partners, Arkadios Capital, and Ernst and Young. Haley has worked in various capacities within wealth management and retirement plan consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes collaboration between a centralized service team and financial advisors, with investment strategies influenced by affiliated product relationships and proprietary research.