Donna Vail Juarez is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2015. Juarez is based in Murrieta, CA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jacob Lew is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has work experience in various roles including at Temecula Creek Inn, In-N-Out Burger, Luna Grill, and the University of California, Riverside. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Tyler Johnson is a financial advisor at Ameriprise with seven years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its related entities since 2019, including a prior role at Ameriprise Financial Services, Inc. before joining the main firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Erling is a financial advisor with Ameriprise in Temecula, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2001. Outside of advising, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated tools and personalized review to deliver tailored advice, primarily focusing on assets managed within Ameriprise accounts.