Edina, MN Southdale Center Office

Matthew Tuttle is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He is co-owner of Great Service Model LLC and Excellent Management Model LLC, both involved in managing his Ameriprise business. Additionally, he is a co-founder and board member of Farcical Fertility, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lisa Tuttle is a CFP®-designated financial advisor with Ameriprise in St Louis Park, MN, where she has worked since 2006. She has 19 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as president on the board of directors for Farcical Fertility and co-owns two businesses related to managing Ameriprise operations. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kevin Gathje is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2015. Outside of his advisory role, he serves as an assistant boys varsity soccer coach for South St. Paul Public Schools. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Brittany Granata is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following three years at The Oak Ridge Financial Services Group, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering 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. The firm’s offerings include a non-discretionary implementation process and use proprietary tools and third-party data to support asset allocation and Social Security claiming strategies.

Adam Rice is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2014. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes a centralized service team, tax-aware withdrawal strategies, and a defined investment universe influenced by affiliated product relationships.

Benjamin Hylen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held various roles in education and the public sector, including positions at Gustavus Adolphus College and St. Peter Public Schools. 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’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.