Omaha, NE Office

David Knight is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. He is also a co-owner of Cirksena, Knight, Jacobsen, Sieps & Kresse LLC, a financial services business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income strategies, leveraging proprietary investment research and third-party data.

David Keller is a CFP® with 34 years of industry experience, currently serving at Ameriprise in Omaha, NE. He has been with Ameriprise Financial Service, LLC since 1991 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of DSW Enterprises LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support retirement income goals. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Todd Chaney is a CFP® professional with 21 years of industry experience, currently advising at Ameriprise in Omaha, NE. He previously worked for TIAA and TIAA-CREF from 2015 to 2024. Outside of his advisory role, he is a co-owner of The Ko-Op Shop, LLC, a real estate business in Omaha. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, offering tailored recommendations that include income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research and modeling with algorithmic tools to support a comprehensive, non-discretionary planning approach.

Stephanie Ingram is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and previously worked at Father Flanagan's Boys' Home. Ingram also manages an advisory business through a team practice associated with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laurie Ortman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she assists with operations and management at Flagship Partners Inc. along with her financial advising duties. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to provide written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Ethan Wood is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles at Genesis Health Clubs, Carrabba's Italian Grill, and Hy-Vee, Inc. He is a co-owner of Flagship Partners Inc. and Northstar Holdings LLC, managing his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Robert Gasnick is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. Prior to that, he held roles at Peak Ready Mix and Elam Construction. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Steve Sadler is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in practice operations and staff hiring through DSW Enterprises, LLC, which supports his group’s private wealth practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to deliver tailored financial advice.

Elizabeth Westphal is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she works as a bartender at Tipsy Pig. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Zeisler is a financial advisor with Ameriprise Financial Services in Omaha, NE, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Waddell & Reed. 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 focused on income sources and tax-aware withdrawal strategies.