Kernersville, NC W Mountain St Office

Douglas Duvall is a financial advisor at Ameriprise with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2020. Outside of his advisory role, Duvall is the owner and operator of Jubilee Legacy, LLC, which manages the day-to-day expenses of his financial practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hannah Duvall is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Tom James and Edward Jones, as well as positions connected to North Carolina State University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored advice while emphasizing the use of Ameriprise-managed accounts.

Jason Overby is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a freelance photographer and fine art print seller, with work that includes sports photography and contributions to local and regional publications. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports tailored to clients’ financial goals.

Nora Kowalcheck is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2023, she worked at Edward Jones from 2018 to 2023. She also has experience in early childhood education and counseling-related roles, and has operated a Beautycounter business since 2013. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of investment and insurance solutions.

Michael Fischer is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fischer serves on the board of the Kernersville Masonic Lodge #669 as Assistant Treasurer and Chairman of the Budget and Finance Committee, and holds leadership positions in several Scottish Rite Masonic organizations, including Secretary of the Winston-Salem Scottish Rite Valley. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.