Georgetown, TX E 8th St Office

John Boles is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2021. Prior to that, he held roles at BBVA-affiliated firms, including BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Ameriprise offers a retirement-income planning service for clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Alexander Gunn IV is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments and BBVA-affiliated firms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in delivering tailored retirement strategies.

Michael Loerch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning over two decades. He is based in Georgetown, TX. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise Managed Accounts.

Kinsey Parker is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and Aggieland Credit Union. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.