Canfield, OH Boardman Canfield Rd Office

Katie Mcdermott is a financial advisor with Ameriprise who holds a Series 66 designation and has eight years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with advisors like Mcdermott.

Christina Catheline is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. In addition to her advisory role, she has been involved with Youngstown University since 1996. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Kyle Vaclav is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2016. He holds the Series 66 designation and is based in Poland, Ohio. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a focus on assets held in Ameriprise-managed accounts, supported by algorithmic tools overseen by a dedicated Retirement Income Oversight Committee.

Lori Allegretto is a CFP®-certified financial advisor with 34 years of experience, currently with Ameriprise in North Lima, OH. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Elizabeth Van Dyke is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2018 and previously held roles at The Ohio State University and Intellectual Wealth Group. Van Dyke is a member of the Hudson Garden Club Planning Committee, where she assists with organizing fundraising events to support community beautification and scholarships. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement-income planning through a centralized team using proprietary research and tools.

Joel Matthews II is a CFP® professional with 12 years of experience in financial advising. He has been with Ameriprise since 2013, initially at Ameriprise Financial Services, Inc., and currently serves as an advisor at Ameriprise. He holds the Series 66 designation and is based in Canfield, Ohio. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming strategies, and tax-efficient withdrawals. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.