Andrew Spielman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc. from 2007 to 2020. Spielman serves on the board of directors for Sacred Heart School/Parish and is involved with the Spencer Youth Baseball Softball Association. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Erika Wachholz is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2006 and previously worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Wachholz is also an Associate Financial Advisor with Spielman LLC, an outside business related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, 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 in its approach and delivers recommendations through a centralized consulting team.