Phoenix, AZ 4040 E Camelback Rd Office

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Chad Stauffacher is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns Camelback Padel, LLC, a padel and pickleball court rental business in Phoenix, AZ. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while emphasizing managed accounts and affiliated investment products.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial 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 in its approach and delivers recommendations through a centralized consulting team.

Paul Siegel is a financial advisor with Ameriprise in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Siegel owns a personal LLC for tax purposes that is unrelated to investment activities. Ameriprise is an institutional firm serving individuals approaching or in retirement who meet specific asset criteria, offering retirement-income planning through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed assets.

Kevin Golden is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is involved in a business ownership unrelated to investments. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Michael Marinos is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Innovative Structural Glass for six years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes detailed analysis of asset allocation, withdrawal strategies, and Social Security options, supported by proprietary research and third-party data.