Denver, CO N Josephine St Office

Richard Gongorek is a financial advisor at Ameriprise with 46 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Tena Kautz is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, working in their Denver, CO office. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Krantz is a financial advisor with Ameriprise in Denver, CO, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Merrill. Krantz serves as treasurer for REDLINE, a public charity based in Denver. 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 retirement income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Michael Malarney Jr. is a financial advisor with Ameriprise in Denver, CO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated firms since 2010. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brendan Willigan is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Two Roads Brewing Company and USA Sports. 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 and tax-aware withdrawal strategies.

Sydney Mc Call is a financial advisor with Ameriprise Financial Services LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Mc Call held roles in marketing, research, and media. Outside of financial advising, Mc Call is involved as a performer with the Maureen Breeze Dance Theater and serves on the board of directors for The Soda Shop Movement Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice through written reports and ongoing collaboration.

Bridget Lozano is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley and Morgan Stanley Smith Barney. Based in Denver, CO, she has been with Ameriprise’s current structure since 2020. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathleen Drake is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she has ownership interests in entities associated with mineral rights. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jeremy Sarby is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Northwestern Mutual in various capacities from 2016 to 2026. Sarby is based in Denver, Colorado. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Chad Dyson is a Series 66 registered advisor at Ameriprise with 15 years of industry experience. He has worked at Ameriprise since 2018 and previously spent five years at JP Morgan Securities LLC. Based in Denver, CO, he currently serves clients through Ameriprise’s advisory platform. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dominic Occhiuzzo is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Mizpah Integrations Inc, and served in various roles including at Florida Gulf Coast University and Collier County Government. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by its affiliated products.

Danielle Dwyer is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service tailored to clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its institutional platform.

April Mc Whorter is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and Standard Sales. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Zaiss is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of Nefelibatus LLC and serves as Secretary on the board of the Human Wildlife Coexistence Initiative. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise, supported by algorithmic automation, to tailor retirement income plans for its clients.

Corben Gailey is a financial advisor at Ameriprise in Denver, CO, holding a Series 66 designation with 10 years of industry experience. Prior to joining Ameriprise in 2026, he worked at RBC Capital Markets, LLC from 2016 to 2026. Outside of his advisory role, he serves as an independent contractor working the game clock for the men's and women's basketball teams at Rockhurst University. 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 recommendation reports and ongoing advice. The firm’s approach integrates internal and third-party research with algorithmic tools and operates within an investment framework influenced by its affiliated product ecosystem.