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Geoffrey B

Series 66

Richmond, VA

Ameriprise

Geoffrey Barnhouse is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Ricoh US for eleven years and has experience in other roles including at Peter Blair Accessories and Virginia Commonwealth University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides detailed recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Randolph T

Series 63, Series 66

Richmond, VA

Ameriprise

Randolph Tate is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 18 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax efficiency analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathan A

Series 66

Richmond, VA

Ameriprise

Nathan Arland is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Raymond James Financial Services, and Atlantic Union Bank. Outside of his advisory work, he has interests in real estate ownership. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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