Edina, MN Edinborough Way Office

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jacob Damhof is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at KPMG before joining Ameriprise Financial Services in 2017. 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 tax-aware retirement income planning advice based on proprietary research and algorithmic tools.

David Olson Jr. is a ChFC® credentialed financial advisor with Ameriprise, based in Edina, MN, and has 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Olson is involved in business ventures including managing a tax preparation service and several real estate operating entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to deliver personalized recommendations within a restricted enrollment framework.

Natalie Johnson is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Benedictine College for three years. 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 reliable income sources and tax-aware withdrawal strategies.

Corryn Lyons is a financial advisor at Ameriprise with a Series 66 designation and three years of experience. Prior to joining Ameriprise, Lyons worked in education at Eagle Ridge Academy and Higher Ground Academy Charter Schools. 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.

Monica Luxem is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2016 and previously worked at the University of St. Thomas from 2015 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jackson Sandquist is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2023 and has no prior industry experience. Outside of advising, he has worked at Logger's Trail Golf Course and Oak Glen Golf Course and Banquet Facility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Ventura is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. 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 focused on income stability and tax-aware withdrawal strategies.

Benjamin Auckenthaler is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he volunteers providing pro bono financial advice and coaching through Prepare Prosper: Money Mentors. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing assets managed within Ameriprise accounts.

Sam Reber is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise since 2018 and previously worked at Axa Advisors. He holds the Series 63 and Series 65 designations. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Brenk is a Series 66-licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Augsburg University and Augsburg College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Mark Vandersall is a financial advisor with Ameriprise in Edina, MN, holding the CFP® and ChFC® designations and possessing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in broadcasting through his ownership of Tafoya Productions, Inc. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Thomas Luxem is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of advisory work, he is involved in tax preparation through his ownership of Pinnacle Tax Solutions and is a managing partner or co-owner in multiple LLCs used for business expense and financial management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income planning utilizes proprietary research, algorithmic tools, and a centralized service team to produce customized, non-discretionary recommendations aligned with clients’ specific asset and Social Security considerations.