Agoura Hills, CA Agoura Rd Office

Andrea Roschke is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2011 and was previously a partner at SingerLewak LLP, a large CPA firm, where she was involved in tax preparation. Roschke also serves as a trustee in fiduciary activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support its clients’ retirement planning needs.

Nisha Boyle is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, she worked at The Kryger Institute of Plastic Surgery and spent five years as a stay-at-home parent. She also serves as an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Mcnicholas is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved with CrimsonCardinal LLC as a financial planning specialist and analyst. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets managed within Ameriprise accounts.

Matthew Minick is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience at Lock, Stock & Barrel Investments, Pivot Magazine, Hub101, and California Lutheran University. Ameriprise offers a retirement-income planning service for individuals 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 deliver tailored retirement income advice through a centralized consulting team.