Kimberly Rock is a financial advisor at Ameriprise with two years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Outside of her advisory role, she is an independent consultant for Norwex and a wellness advocate for doTERRA. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Isaac Schield is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team and a distinctive enrollment process requiring certain asset levels and includes managed account assets in its recommendations.