Thomas Greene Jr. is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stefan Altberg is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in the construction industry with several firms, including T.W. Clark Construction, Bouten Construction Company, and Abbott Construction. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Altberg II is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1993. Ameriprise offers 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 recommendation reports and employs algorithmic tools alongside a consulting team to deliver tailored retirement income strategies.

Kevin Betz is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering 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 recommendations through a centralized consulting team.