Richardson, TX 2600 North Central Expressway Office

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

Amy Nelson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she is involved in selling RodanFields skin care products on a part-time basis. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jaime Heimsath is a financial advisor with Ameriprise based in Plano, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and utilizing algorithmic tools to support retirement income recommendations.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.

Corina Nash is a financial advisor with Ameriprise in Garland, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at American National Bank of Texas, LPL Financial, and Strategic Wealth Management. Outside of advising, she serves as President of the Prosper Foundation for Professional Development, a nonprofit organization, and has authored religious publications. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.