David Lohff is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Lohff serves as a substitute pastor and occasionally speaks at churches, and he also leads group exercise classes at Rockwell Fitness. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Beth Nelson is a CFP® professional with 26 years of industry experience. She has been with Ameriprise since 2014, currently serving as a financial advisor in Sunset Beach, NC. 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 written recommendations, focusing on clients with Ameriprise-managed accounts.