Kirkland, WA Office

Heidi Schmitz is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2003 in various capacities. Outside of her advisory role, she is a licensed foster parent providing respite care through the Washington State Department of Children, Youth, and Families. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Cassidy Richmond is a financial advisor at Ameriprise Financial Services with 9 years of industry experience. Richmond holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2014. Outside of Ameriprise, Richmond manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and relies on proprietary research and algorithmic tools within a product ecosystem that includes affiliated fund options.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.