Kristen Salt is a CFP® and ChFC® with 33 years of experience in financial advising. She has been with Ameriprise since 2005, currently serving as an advisor in Olympia, WA. Outside of her advisory role, she serves on the Board of Directors for the RiverFront Condo Association in Portland, OR. 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 ongoing retirement-income planning advice through a centralized team, focusing on dependable income sources and tax-aware withdrawal strategies.

Helen Wofford is a financial advisor with Ameriprise in Olympia, WA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.