Chesterfield, MO N Outer 40rd Office

Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Edward Campbell is a financial advisor with Ameriprise in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marissa Stegmann is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at ADP, Siemens, Cintas, and Enterprise Rent-A-Car. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations tailored to clients’ needs.

Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Mark Stegmann is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Gary Kulik is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Stegall is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020, with additional experience in various roles including at MyFreightWorld Inc and Blue Hills Country Club. 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 planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Joseph Rosenbaum is a financial advisor with Ameriprise in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Rosenbaum serves as Secretary on the Board of Directors for the West County Youth Development Society. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Courtney Wright is a CFP® with 10 years of industry experience, currently advising at Ameriprise since 2023. Prior to this, she worked at Benjamin F. Edwards & Co. and Edward Jones. She serves as Vice Chair of the Maryville Community Improvement Board and is the President of the Central Corridor Chapter. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dennis Persky is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise offers a retirement-income planning service designed for 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, modeling, and tax-efficiency analysis to generate personalized recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.