Richmond, VA Westerre Pkwy Office

Jerald Moore Jr. is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 after 33 years with Ameriprise Financial Services, Inc. He is based in Mechanicsville, VA. Outside of advising, he is involved in a family-owned business, Carmel by the Lake, LLC, and operates Home Transition Specialists, LLC, which provides services related to real estate purchase, renovation, resale, rent, and transition. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Maria Barysevich is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior experience with Truist Investment Services and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Travis Sims is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliated entity since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Holly Huebsch is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliates since 1993. Outside of advising, she manages shared office expenses for a suite used by multiple Ameriprise advisors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Jorgensen is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2015, currently serving at their Richmond, VA office. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, notable for its Premier Retirement Income service which provides detailed retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Alexander Brennan is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Truist Bank, and Morgan Stanley. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Jorgensen Jr. is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Jerry Klich is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a semi-professional magician and co-owner of a software development business called Medieval Interactive DBA Big Top Games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Byron Shea is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Verizon Wireless and Sherwin Williams. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Alexander Damm is a CFP®-certified financial advisor with five years of industry experience. He is currently with Ameriprise in Richmond, VA, where he has been since 2022. His prior roles include positions at Verus Financial Partners and experience in various non-financial sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

David Houck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 22 years at Capital One. Outside of his advisory role, he serves as an elder and clerk on the Board of Directors for Providence Presbytery Church. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement-income planning and written Recommendation Reports. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Fernando Velasco is a financial advisor at Ameriprise with Series 66 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and previously spent 15 years at Capital One Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate personalized retirement income recommendations.

Corey Nesmith is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. He serves on the boards of the Bon Secours Richmond Health Care Foundation and the Virginia High School League Foundation. Nesmith is also a partner in The Westerre Group, LLC, an entity established to support business operations for his team practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ernesto Sampson Jr. is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on several nonprofit boards, including as Trustee of The Richmond Symphony Foundation, President of the VMI Foundation, and Past President of the Rotary Club of West Richmond. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Davis Boyd is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked in network building and consulting from 2019 to 2021. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm operates through a large institutional platform providing advisory, brokerage, and insurance solutions.