Saddle Brook, NJ Office

Kevin Considine is a financial advisor with Ameriprise in Westwood, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2012. He also receives trail commissions from a small group disability insurance plan he originated with Unum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to create personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Szalkiewicz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Szalkiewicz serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Daniel Gordon is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eva Teilborg is a financial advisor with Ameriprise in Riverdale, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Merrill and Bank of America. She has been with Ameriprise and its affiliated entities since 2018. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations in partnership with its advisors.

Randall Brewster is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Ameriprise Financial Services in 2017. Outside of his advisory role, Brewster serves as a softball commissioner for The Mahwah Youth Sports Boosters, where he develops teams, rosters, and programs. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Francesca Milde is a financial advisor at Ameriprise with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and Oppenheimer & Co. Inc. Outside of finance, she works as a substitute yoga instructor in Glen Rock, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning using proprietary research, third-party data, and algorithmic tools.

Edmund Iannelli is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves in multiple appointed roles within the Ho-Ho-Kus, NJ town government, including liaison to the recreation commission and deputy commissioner roles for the police department and volunteer ambulance corps. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Schrader is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate personalized recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Daniel Kane is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Ameriprise since 2014, serving in advisory roles for both Ameriprise Financial Services and its broader firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Anthony Spizzo is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is a writer and part owner of Huddle Pass Inc., a blog focused on Rutgers football, and is a member of the Bergen Highlands Rotary Club. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Dante Liberti is a financial advisor at Ameriprise with 41 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Wells Fargo Clearing, Securities America Advisors, Inc., and Cetera Advisors LLC. 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 recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Clifton Lee is a financial advisor with Ameriprise in Fort Lee, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is a co-owner of a restaurant business, which is managed by his wife. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Stein is a CFP® with 45 years of industry experience. He is currently with Ameriprise Financial Services, having joined in 2024, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His credentials also include Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brendan Fitzpatrick is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Steward Partners Global Advisory LLC and has experience in various roles outside the financial industry. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with personalized reviews to deliver tailored retirement income advice.

David Van Schaik is a Series 66-licensed financial advisor with Ameriprise in Allendale, NJ, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce detailed Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.