Ojai, CA W Ojai Ave Office

Anna Kotula is a financial advisor with Ameriprise in Ojai, CA, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017. Outside of her advisory role, Kotula owns and operates a physical therapy practice and serves on the Board of Trustees for the Ojai Art Center Theater, where she is chair of the Theater Branch. She also teaches dance and core strength classes at the Ojai Valley Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Olga Jones is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she maintains a real estate license and is involved in multi-family and commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, research-based recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.