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Mariah E

Series 66

Tucson, AZ

Ameriprise

Mariah Etchart is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, she held positions at Sabino Hills Family Dentistry and Tj Maxx. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual, tax-aware retirement planning focused on dependable income sources, supported by proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Emily W

CFP®, Series 66

Tucson, AZ

Ameriprise

Emily Wade is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Her prior roles include positions at The Ameriflex Group, Sagepoint Financial, and Voya Financial Advisors. 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 support client planning, delivering recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marcus C

Series 63, Series 65

Tucson, AZ

Ameriprise

Marcus Champion is a financial advisor at Ameriprise with credentials including Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Suncrest Wealth Advisors LLC, Gibbs Wealth Management, and Morningstar. Marcus is based in Tucson, AZ. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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