Exton, PA Constitution Dr Office

Brad Krajsa is a financial advisor with Ameriprise in Wyomissing, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Krajsa owns and administers CSWMG, Inc., a business established to manage his Ameriprise practice administration and expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.