Amy Datema is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Her previous roles include tenures at Lake Michigan Credit Union, LPL Financial LLC, and Comerica Securities, Inc. She also engages in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver advice focused on dependable income and tax-aware withdrawal strategies.

Bryan Townley is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as the head basketball coach at Lucas Christian Academy, a local private high school in Lucas, TX. 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 customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.