Wouter Stokman is a financial advisor with Ameriprise in Mansfield, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for seven years and Capital One Investing for two years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.