Jeffery Evison is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he volunteers with Missoula County Search and Rescue, assisting in locating and treating individuals in backcountry and swift water emergencies. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, with a structured retirement income service that uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Donna Evison is a financial advisor with Ameriprise in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliates since 1997. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team.