Auburn, ME Office

Matthew Simard is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Northeast Retirement Solutions. In addition to his advisory role, he co-owns Rise Tax Strategies, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.

Mariah Simard is a financial advisor with Ameriprise in Auburn, ME, holding a Series 66 designation and nine years of industry experience. She previously worked at Rise Private Wealth Management, Commonwealth Financial Network, Northeast Retirement Solutions, and Mechanics Savings Bank. Outside of advising, Simard serves as a notary public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Jessica Cornwall is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at various Ameriprise entities since 2007, including her current role at Rise Private Wealth Management since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Tara Davis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at firms including Rise Private Wealth Management, Commonwealth Financial Network, and Northeast Retirement Solutions. Outside of her advisory work, she serves on the boards of Oxford Hills Music, Arts and Drama Boosters and Pink Feather Foundation and is actively involved in community organizations such as the Oxford Elementary PTO, Girl Scouts of Maine, and Scouts BSA Troop 130. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a managed account framework that includes affiliated product options and certain enrollment criteria.