Bellevue, WA 116th Ave NE Office

Peter Doolittle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, Northwest Asset Management, OneMain Financial, and the University of Redlands. He also manages an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and individual advisors.

Louisa Pardo is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Ava Jaksha is a financial advisor at Ameriprise with Series 66 credentials and approximately one year of industry experience. She previously worked at LPL Enterprise LLC and has an academic background from the University of San Diego. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

James Bennett Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bennett serves as a trustee on the Board of Directors at Whitworth University, where he participates on the Investment Committee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research-driven analysis and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kai Hapke is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at Equitable Advisors, Amazon, and other firms. Hapke is also involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a centralized team to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jeffrey Church is a financial advisor with Ameriprise in Newcastle, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a co-owner of Golden Hour Honey, a retail business. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.