Sarah Lundgren is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Ameriprise Financial Services since 2017, currently based in Watkinsville, GA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kenneth Kilgore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Kevin Frutiger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Frutiger serves on the boards of The Dunta Robinson Foundation, Inc. and the Hardigree Wildlife Sanctuary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, written recommendation reports delivered through a centralized consulting team.

Robert Watkins Jr. is a financial advisor with Ameriprise in Athens, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in managing commercial real estate through an LLC that owns his Ameriprise office location. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

Tyler Reinhardt is a financial advisor at Ameriprise with Series 66 credentials and no prior industry experience. He previously attended the University of Georgia and worked at Asheville Christian Academy. 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, utilizing investment research, third-party data, and algorithmic tools to provide clients with written recommendation reports and ongoing advice.