Callahan Wales is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His work history includes roles at Ameriprise since 2020, as well as brief tenure at Gravity Winery, Newport Properties, and Gratzi. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that features written recommendation reports and ongoing tax-aware withdrawal strategies.

Robert Maas is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Maas is involved in independent insurance brokering and owns a business named Too Belay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning recommendations focusing on dependable income sources and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data in a structured program with enrollment criteria that include minimum investable assets and managed account holdings.

Sean Mc Cabe is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dukes Seafood and Chowder and West Seattle High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight, to deliver tailored retirement-income advice.

Jeremy Hoffman is a financial advisor with Ameriprise in Bonney Lake, WA, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015 and is also associated with Heritage Wealth Advisors. Outside of his advisory role, he is an investment specialist with Scannell LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Henry Kooy is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at New Balance Athletics and spent several years in full-time education. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Joel Bakker is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has previously worked with Raymond James Financial Services in various capacities and owns two support businesses, Just in Kees LLC and Vertical Wealth, which serve as administrative entities related to his prior Raymond James business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Tanveer Khabra is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved in independent health insurance brokering through his own LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated and customized advice, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Steven Fox is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2013. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice supported by algorithmic automation and oversight.

Gina Eaton is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, following six years at Integrated Financial Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports, supported by a centralized consulting team and algorithmic tools.