Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Jeff Morgan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and is based in Pipestone, MN. Prior to his advisory role, Jeff worked in various service positions including at Pipestone Country Club and Pizza Ranch. Outside of his advisory work, he assists his grandfather by cleaning an apartment building in his hometown. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically with at least $1 million in investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.