Auburn Hills, MI Cambridge Ct Office

Mikaila Mc Carthy is a financial advisor at Ameriprise Financial Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Blumark Financial Advisors. Outside of her advisory role, she is involved in independent insurance brokering, specializing in disability income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver personalized, non-discretionary retirement advice.

Caleb Kinney is a financial advisor at Ameriprise in Detroit, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was a full-time student and worked in the restaurant industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining algorithmic tools and personalized recommendations in its retirement planning approach.

John Mulka is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley, Northwestern Mutual, and VIMA, LLC. Mulka is based in Auburn Hills, MI. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jill Syracuse is a ChFC® credentialed financial advisor with 23 years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2021. Prior to this, she worked for Royal Alliance for 10 years. Outside of her advisory role, she is involved in tax preparation through Blumark Tax Advisors, LLC, and participates in a wellness shopping club called Melaleuca. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Reid is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. Prior to that, he worked for Royal Alliance & Associates for 10 years. Outside of his advisory role, he is involved in managing and training staff at Blumark Financial Advisors LLC and serves as a director and tax professional at Blumark Tax Advisors LLC, where he prepares and reviews income tax work. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver tailored, non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Brandon Patrone is a financial advisor with Ameriprise in Auburn Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Edward Jones, Michigan Financial Companies, and Signator Investors, Inc. In addition to his advisory role, he is involved in independent insurance brokering with Guardian Life, specializing in disability income. 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 tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

James Clark is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance from 2015 to 2021. Outside of his advisory role, Clark is involved in managing Blumark Financial Advisors, a practice management entity, and is a partner in Blumark Tax Advisors, a tax preparation firm. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, supported by a centralized consulting team.

Nicholas Huizenga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior background includes various roles outside of the financial industry, such as working at The Session Room and Michigan State University Culinary Service. 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 planning through written recommendation reports and ongoing advice targeting dependable income sources and tax-aware withdrawal strategies.