Midlothian, VA Sommerville Ct Office

Ashli Luse is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Her prior experience includes roles at Truist Advisory Services, TRUIST Investment Services, Inc., and BB&T Securities. Outside of finance, she owns and operates a wedding planning business, Libby West Weddings, where she serves as the primary planner and coordinator. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team in partnership with financial advisors.

Wendy Poole is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at TFA Associates, LLC. Outside of her advisory role, she is involved in managing a body repair and paint shop, County-Line Collision Center, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income needs and asset allocations.

Christopher Brennan is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Weslie Green Mineart is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a business called The Lady Gang and serves on the Board of Directors for the Central Virginia Financial Planning Association as Forum Committee Chair. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Maura Norford is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she serves on the Board of Directors for Richmond Community Rowing and works as an indoor rowing instructor. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Charles Ricketts is a financial advisor with Ameriprise in Midlothian, VA, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Williamson is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate for over 15 years. His other business activities include fiduciary services as an attorney-in-fact (power of attorney). Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Lane Wilson is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Jones is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has worked as a delivery driver and package handler in non-investment-related positions. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee.

Daniel Halpin is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and six years of industry experience. His career includes roles at Ameriprise Financial Services and prior positions at RVA on Wheels and JR Caskey, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, serving clients with a broad range of advisory, brokerage, and insurance solutions.

Joseph Stemmle is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2011. Outside of his advisory role, he serves as president of the VCU Alumni Association Richmond Chapter and provides pro bono financial planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through a collaborative, non-discretionary approach.

David De La Ree Valencia is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and has previous experience outside finance, including roles in the hospitality and construction sectors. Outside of his advisory work, he occasionally performs as a DJ at local venues. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers tailored, non-discretionary recommendations supported by research and modeling.

John Garthaffner is a financial advisor with Ameriprise in Chesterfield, VA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendation reports delivered through a centralized consulting team.

Brad Swartzwelder is a financial advisor with Ameriprise in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business activities including operating an S-Corp for payroll and managing marketing and advertising ventures. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and algorithmic tools to generate tailored advice.

Emily Woods is a financial advisor with Ameriprise in Powhatan, VA, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and previously worked at Clear Advantage Enterprises Inc for five years. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm combines modeling, tax-efficiency analysis, and algorithmic tools to support retirement income strategies, emphasizing asset management within Ameriprise accounts.