Lauren Hopper is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliate since 2000. Outside of advising, she serves as Chief Financial Officer of Hopper Enterprises, managing its accounting functions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies tailored for clients approaching or in retirement.

Rachel Kirk is a financial advisor with Ameriprise in Lutz, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes multiple roles within Ameriprise and prior positions at NYLIFE Securities LLC and New York Life Insurance Co. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.