Pleasantville, NY Bedford Rd Office

Eric Nachman is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Pamela Wetherbee is a CFP® professional with 24 years of experience in the financial industry and has been with Ameriprise since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the finance secretary for Fishkill United Methodist Church and is the First Vice Chair of her local Democratic Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Darrel Upson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, Upson is involved in business consulting through Endurance Operations Management LLC and Puente Sur Sports Management LLC, and serves on the board of Lutheran Social Services of New York. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Norman is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at GB Capital Partners LLC. In addition to his advisory role, he is involved with Endurance Operations Management, which serves as his compensation entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Jacob Lynne is a financial advisor at Ameriprise in Pleasantville, NY, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he worked at the University of Miami and has experience with Lacrosse Unlimited and the Ridgefield School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation and tax-aware withdrawal strategies within a defined investment universe.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.