Deerfield, IL Lake Cook Rd Office

Mark Silbert is a financial advisor at Ameriprise Financial Services with 30 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 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 dependable income sources and tax-aware withdrawal strategies.

Mitchell Weiss is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Ameriprise since 2009, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with recommendations on income sources, withdrawal strategies, and Social Security options. The firm’s approach integrates proprietary research, third-party data, and managed account solutions within a defined investment framework.

David Helfand is a financial advisor with Ameriprise in Highland Park, IL, 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. Helfand serves on the Board of Directors for the Scleroderma Foundation Greater Chicago and chairs the Endowment Committee for Makom Solel Lakeside. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edward Gordon is a financial advisor at Ameriprise Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Dw Inc. Since 2022, he has been with Ameriprise in Deerfield, IL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Todd Bauman is a financial advisor with Ameriprise in Arlington Heights, IL, 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 provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Damary Marrero is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise since 2009, working across various roles within the firm over the past 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Glen Hillger is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Quick & Reilly, Inc. He is based in Deerfield, IL. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Marci Brodsky is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach includes a distinctive enrollment process and recommendations developed with proprietary research and third-party data within an affiliated product ecosystem.

Joseph Ullrich is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. His current role includes fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning using tax-aware withdrawal strategies and asset allocation analysis.

Violette Matsas is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility 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 customized, non-discretionary recommendations through a centralized consulting team.

Steven King is a Certified Financial Planner® (CFP®) with 32 years of experience in the financial services industry. He has been with Ameriprise since 2008, including six years at the current firm entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing detailed Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients holding assets in Ameriprise Managed Accounts.

Mark Kendall is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Ameriprise since 2009, working across both Ameriprise Financial Services, Inc. and LLC entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm employs a centralized team to develop personalized retirement recommendations that collaborate with advisors for non-discretionary implementation.

Richard Mundrane is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover 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.

John Cooley is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Ameriprise since 2016, working in both their LLC and Inc. entities. 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 advice focused on retirement income planning, combining investment research, third-party data, and algorithmic tools.