Bethesda, MD Montgomery Lane Office

Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Todd Cole is a financial advisor with Ameriprise in Kensington, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Cole serves as Treasurer on the Board of Directors for the Oakland Terrace PTA. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

David Hurwitz is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors at Imagination Stage, a community arts organization. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized retirement-income consulting team.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.

Nathaniel Massey Jr. is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Massey serves on the Board of Directors for the Ingleside Foundation and several affiliated organizations. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and integrates algorithmic tools alongside human review.

Richard Zsakany Jr. is a CFP® professional with 26 years of industry experience. He has been with Ameriprise Financial Services, Inc. and its affiliated entities since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement. The firm’s approach emphasizes written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dawn Robinson is a financial advisor with Ameriprise in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Rod Faghani is a financial advisor with Ameriprise in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates a community martial arts class focused on Kendo, a form of Japanese fencing, which he manages without personal income. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include detailed recommendation reports and a combination of research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Alexander Gross is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work experience at The Motley Fool and several other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

George Krzywicki is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and bringing 45 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Atlantic Mist II Condominium Association in Ocean City, MD. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice.

Caroline Dangel is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Ameriprise as well as positions in the food service and academic sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. 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 deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephanie Mcgeever is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. She has been with Ameriprise since 2006, serving in her current role for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Thatcher is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendations and annual planning focused on retirement income, tax-aware withdrawals, and Social Security options.