Newbury Park, CA Old Conejo Rd Office

Sandra Matson is a financial advisor at Ameriprise with two years of industry experience. She previously worked at Edward Jones for seven years. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Sarah Reznick is a CFP® professional with 17 years of industry experience. She is currently with Ameriprise and previously worked at Edward Jones for 12 years. Reznick serves on the board of directors for Carden Conejo, a nonprofit organization. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, with a focus on personalized, tax-smart withdrawal strategies and income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Chelsea Henriod is a financial advisor at Ameriprise with a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has additional experience at College of the Canyons and Sherwood Country Club. Outside of her advisory role, she serves on the board of directors for Fishbowl. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.