Jeremy Campbell is a financial advisor with Ameriprise in Santa Fe, NM, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he manages the day-to-day operations of his Ameriprise Financial franchise practice through Santa Fe Practice Management, LLC. Ameriprise specializes in retirement-income planning services for individuals with significant investable assets, combining research-driven and algorithmic approaches to generate tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jennifer Schroeder is a financial advisor with Ameriprise in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.