Montclair, NJ Bloomfield Ave Office

Jill Williams is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She has been with Ameriprise since 2018, following prior roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company. Williams serves on a pro bono committee, contributing her time outside of her advisory duties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kaitlin Nicholis is a financial advisor at Ameriprise with six years of industry experience. Her prior roles include positions at Marcum Wealth, LLC, TIAA-CREF, Commonwealth Financial Network, and Element Financial Group. She serves as assistant treasurer on the board of directors for The Women's Club of Glen Ridge. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Kane is a financial advisor with Ameriprise in Montclair, NJ, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Mass Mutual Investors Services and MSI Financial Services. Kane is also a co-owner of Nexus Wealth Management LLC, where he manages an advisory business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sara Koshan is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for five years before joining Ameriprise in 2021. Koshan is also the owner of Nexus Wealth Management LLC, where she manages her advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.