Bellevue, WA 108th Ave NE Office

Vincent La Cava is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2009, including six years at its Bellevue, WA office. 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 written recommendation reports and ongoing retirement-income planning that addresses dependable income sources and tax-aware withdrawal strategies.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jake Prather is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA. He holds the Series 66 designation and has one year of experience at Ameriprise, following prior roles in various industries including the United States Coast Guard and corporate positions. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at 3M and has a varied background including roles in retail and self-employment. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Beau Voutour is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at QBSI-Xerox for eleven years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Alan Blinn is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement-income advice through a centralized consulting team.

Alexander Gust is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at Baird Private Wealth Management and the United States Postal Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation alongside expert oversight in its planning process.

Zi Wang is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2019, Wang worked at BNP Paribas and HSBC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to provide tailored retirement income recommendations.

Arris Magtibay is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, Arris worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in the hospitality and service industries with Cafe Bento and The Emirates Group. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income plans through a centralized consulting team.

Marcie Green is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with 12 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Mitchell is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at D.A. Davidson & Co. before joining Ameriprise and has co-authored a book on college football recruiting with his son titled "Before the Pads Come On." Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Marc Dorgan is a financial advisor with Ameriprise in Mill Creek, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dorgan serves as a varsity and travel softball coach in the local community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team.

Kerry Wate is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill from 2013 to 2019. Outside of advising, he is involved in managing a real estate development and management business. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.