Chesley Phelps is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also serves as a wealth advisor focusing on investments and insurance at Centennial Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Trice Newman is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, Mass Mutual, and BBVA Compass. Newman also serves as a wealth advisor for Centennial Bank, providing financial planning services to the bank’s clientele in Lubbock, TX. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.