Chesterfield, MO Maryville Centre Dr Office

Tom Reynolds Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise in Saint Louis, MO. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting and expense management business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that integrate research, modeling, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kimberly Keegan is a Series 66-licensed financial advisor with Ameriprise, based in Ballwin, MO, and has 20 years of industry experience. She has been with Ameriprise and its affiliates since 2003. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Parkway West Softball Boosters, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Phillip Hawkey is a Series 66-licensed financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he assists his wife with a part-time DoorDash activity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Maxx Eisenhoffer is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill, and Wells Fargo Clearing Services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Angela Bulgarelli is a CFP® with 35 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is involved in business ownership with Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team working alongside financial advisors.

William Meneses is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise, he worked at Impact Partnership Wealth, Aul Financial Group, Bank of America, Merrill Lynch, U.S. Bank, and Central Bank. He is involved in non-investment activities including managing social media for the Mid America Rugby Union and teaching at the American Retirement Institute. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily in collaboration with clients and their advisors.

Brooke Shaw is a financial advisor with Ameriprise in Wentzville, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Shaw serves as secretary on the board of the Wright City RII Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Adair is a CFP® with 28 years of industry experience, currently with Ameriprise in Chesterfield, MO. He has been with Ameriprise and its predecessor entities since 1998. Outside of financial advising, he is involved in independent insurance brokering and consults on expense management through a business he owns. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes tax-aware withdrawal strategies and dependable income sources.

Brian Grenia is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in expense management consulting through his business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, emphasizing assets held in Ameriprise-managed accounts.

Michael Curtis is a CFP®-designated financial advisor with Ameriprise in Chesterfield, MO, bringing 10 years of industry experience. He previously worked at Assetmark Brokerage, LLC and Assetmark Financial Holdings, Inc. for nine years, and spent one year at Victorinox Swiss Army, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes detailed recommendation reports and ongoing advice supported by proprietary research and third-party data.

Kelly Cenatiempo is a financial advisor with Ameriprise in Saint Peters, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she is involved with JCM, a financial advising business. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Adam Skelton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at First Community Credit Union, Jiffy Lube, Meramec Community College, Imo's Pizza, and Kirkwood High School. Ameriprise Financial Services is a large, diversified advisory firm serving 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 income sources and tax-aware withdrawal strategies.

Jason Reynolds is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Chesterfield, MO. Outside of his advisory work, he is involved in business ownership through Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered in partnership with its financial advisors.

Justin Trimble is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Hy-Vee, Plumb Supply, and Golds Gym. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.