Dublin, OH Riverside Dr Office

Thomas Mc Elroy is a CFP® professional with seven years of industry experience, currently associated with Ameriprise Financial Services in Dublin, OH. He has worked at Ameriprise since 2020 and previously at Alpha Financial Planning from 2016 to 2023. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Stephen Matson Sr. is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Creative Financial Designs and Matson Insurance Agency, where he continues to operate a life and health insurance business. Matson also dedicates time to estate and financial planning through Matson Retirement Planning Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Michael Hairston is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Hairston worked at Alpha Financial Planning, Inc. and A&B Advisors. Outside of his advisory role, he is co-owner of Unbiased Media LLC, a company that produces faith-based print and digital media content. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client goals.