Dallas, TX Office

Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

John Valkenaar is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Incorporation, and Investment Professionals, NIC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, 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 deliver tailored, non-discretionary advice through a centralized consulting team.

Francis Rouquette III is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner and CEO of Tiras Wealth Management, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations primarily for clients with Ameriprise-managed accounts.

Charles Jones is a financial advisor with Ameriprise in Dallas, TX, 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 is involved in a timber business in Mississippi. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team, and offers a broad range of advisory, brokerage, and insurance solutions.

Anthony Carrell is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory work, he is involved with JYM Supplement Science as a fitness mentor. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Dale Scofield is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering and holds managing partner positions in several consulting and financial planning entities. 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 deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

B. Seastone is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting firm, Seastone Consulting LLC, as well as managing a car-collection LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.