Mary Goodman is a financial advisor with Ameriprise who holds the Series 66 designation and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she serves as treasurer on several nonprofit boards, including Mission Circle Union Baptist Church and the Blacksville Cemetery Association. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Donald Frenz is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendation reports through a centralized consulting team.