Middleton, WI Greenway Blvd Office

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Ronald Phelps Jr. is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Phelps is active as an author of children’s and financial guidance books, serves on multiple nonprofit boards, and is involved in community initiatives including campaign leadership for a local food pantry. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, tax-efficient income strategies through a centralized consulting team.

Jacob Hamus is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He serves on several nonprofit boards, including The River Food Pantry and the American Family Children’s Hospital Development Partners Advisory Board. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Forrest Gilbertson is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team that combines research, modeling, and tax-efficiency analysis.

Jean Modos is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Robert W. Baird. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Alesa Gause is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Ameriprise, she worked at Smith Leonard PLLC and Holthouse Carlin & Van Trigt LLP, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Steven Mueller is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. He is based in Oregon, Wisconsin. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.

Bryan Smith is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2002 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement income advice through a centralized consulting team.

Sara Musgrave is a financial advisor with Ameriprise in Baraboo, Wisconsin, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2021, she worked at Morgan Stanley and BMO Harris Financial Advisors. Outside of her advisory role, she is employed at The Swan Barn Door, LLC, an entertainment venue that hosts weddings and special events, where she performs serving and event setup duties. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily focusing on assets held in Ameriprise-managed accounts.