Montclair, NJ Hillside Ave Office

Barry Hess is a financial advisor at Ameriprise with 44 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2011. Hess is based in Wyckoff, NJ. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Evan Dankner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Wu is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he performs paraplanning duties through Longohmont, LLC under the supervision of a financial advisor. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brent Roehrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, he worked at Genuine Parts Company from 2014 to 2018. He is also an associate advisor at Longohmont, LLC, where he manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that delivers personalized, non-discretionary recommendations.

Eric Friedman is a financial advisor with Ameriprise in Montclair, NJ, holding a Series 66 designation and possessing 20 years of industry experience. He has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved in business ownership through Madaket Operational Support. 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-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Belina Libritz is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2009, including roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of her advisory role, she is involved in paraplanning duties through Longohmont, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Michael Fasano is a financial advisor with Ameriprise in Mahwah, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Fasano owns an online golf blog, Golficity, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm emphasizes managed accounts and uses algorithmic automation alongside a consulting team to deliver tailored retirement income strategies.

Alexander Carr is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Montclair, NJ since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Carr serves on a local board of directors and participates in its finance committee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Grauer is a financial advisor with Ameriprise in Maplewood, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate entities since 2006. Outside of his advisory role, he is involved in managing operational support functions and business ownership activities related to his practice. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Spero is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving clients at Ameriprise in Montclair, NJ. He has been with Ameriprise and its affiliate since 2018. Outside of his advisory role, he performs paraplanning duties under the supervision of a financial advisor through Longohmont, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.