Kirkland, WA Lake Washington Blvd NE Office

Sharon Huang is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Pearle Vision and managing household financial matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with personalized retirement income planning and tax-aware withdrawal strategies based on comprehensive investment research and analysis.

Christopher Stacey is a financial advisor with Ameriprise Financial Services in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Ameriprise in various capacities since 1997. Outside of his advisory role, Stacey serves on the board of directors for Eastport Shores Condos, works as a key speaker for Crosby Coaching, consults for 3xEquity, LLC, and coaches a local high school pole vault team. Ameriprise Financial Services is a 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 dependable income sources and tax-aware withdrawal strategies.

Uriah Halpin is a financial advisor with Ameriprise in Bothell, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and manages Healthy Balance, LLC, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies and employs a combination of research, modeling, and tax-efficiency analysis in its retirement planning approach.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Jeffrey Crosby is a financial advisor with Ameriprise in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of advising, Crosby is involved in several business ventures, including providing leadership for a boat rental and storage company and owning a multisport racing business. Ameriprise serves clients primarily through retirement-income planning services designed for individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Adnan Haq is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

David Huang is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise since 2015, including both its Financial Services, Inc. and Financial Services, LLC divisions. 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 dependable income and tax-aware withdrawal strategies.

Dshane Tremblay is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in a business ownership venture managing a limited liability company that oversees maintenance and rental operations for a recreational property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Ching Koh is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages an advisory business as a practice manager for another advisor. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Al Rajabi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Pruco Securities LLC. Outside of his advisory role, he is co-owner of Meeberio Corporation, a business planned to sell products through online platforms and direct bulk sales to businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Chris Wille is a financial advisor with Ameriprise in Snohomish, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wille serves as Vice President of Finances on the Snohomish Little League Board of Directors and holds operational and management roles with Mill Bay Marine & Storage LLC and NMK LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.