Drake Barnes is a CFP® professional with 11 years of industry experience, currently advising at Ameriprise in McAllen, TX. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to support its advisory services and emphasizes products from affiliated firms.

David Barnes is a financial advisor with Ameriprise in McAllen, TX, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Barnes serves on the board of Elders for Living Word EFC church, providing leadership and oversight subject to the congregation’s authority. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that delivers customized retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, focusing on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.