Portland, CT Main St Office

Wanda Short is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the National Council of Negro Women. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Paula Cohen is a financial advisor with Ameriprise in Hebron, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in financial plan production for Ameriprise franchise advisors and AFAs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning, with an emphasis on assets held in Ameriprise managed accounts.

Sebastiano La Rosa is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 licenses and having two years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo Securities, and other firms. Outside of finance, he coaches youth soccer through Soccer XS, LLC and serves as a consultant for Connecticut Rush Select. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement planning through a centralized team delivering written recommendation reports and ongoing advice.

Joseph Kintschi is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Nutmeg Business Network Board, is a board member of Middlesex United Way, and volunteers as a youth basketball coach for Rocky Hill Park and Rec. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research and third-party data.

Craig Dennis is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Edward Jones, The Leaders Group Inc, Four Seasons Financial Group, Foresters Financial, and Saybrus Partners. Craig is based in Portland, CT. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.