Trang Banker is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise and previously worked at PNC Investments LLC, JP Morgan Chase & Co., and BBVA in various capacities. Outside of finance, she has operated a small in-home eyelash extension service as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes proprietary research and collaboration between a centralized service team and financial advisors, with enrollment criteria that require a minimum level of investable assets and a preference for assets held within Ameriprise.

Brent Banker is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he owns and operates NSRAS, LLC, an administrative business used for tax and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm’s approach includes detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.