Allen Lipscomb is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Merrill, and UBS Financial Services. Lipscomb is also an advisor with Blue Oaks Management, LLC, an Ameriprise Financial Franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated sub-advised options.

Casey Kehr is a financial advisor with Ameriprise in Danville, CA. He holds the Series 66 designation and has been with Ameriprise since 2023. Prior to joining Ameriprise, he held positions at Cal State University East Bay, elfinSupport, Cal State University Chico, Lamorinda Pizza, and San Ramon Valley High School. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise.

Blake Harmer is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Renaissance Financial and Larson Lawnscape, and he attended the University of Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Jennifer Loyer is a financial advisor with Ameriprise in Pleasanton, CA, holding Series 66 and Series 65 designations and 17 years of industry experience. She has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Karen Goodwin is a financial advisor with Ameriprise in Pleasanton, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.