San Antonio, TX E Sonterra Blvd Office

Curtis Mason is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, Mason serves as Vice Chair of the Board of Trustees at Mt Zion First Baptist Church in San Antonio, Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed 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 tailored, algorithm-assisted retirement income recommendations.

David Wynn is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and possessing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Wynn is involved in several non-investment-related business ownerships and co-ownerships in the San Antonio area. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through its broad institutional platform.

Amanda Garcia is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise since 2021, as well as experience at the University of Texas at Austin McCombs School of Business and H-E-B Pharmacy. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to develop tailored recommendations.

John White is a Series 66 licensed financial advisor with 15 years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and Edward Jones. Outside of his advisory role, he manages a separate advisory business, Sont1314LLC, in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that includes tailored recommendation reports and ongoing planning focused on income reliability and tax-aware withdrawal strategies.

Scott Muenz is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a business that holds an office building in San Antonio. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

Anthony Garcia is a CFP® with 24 years of experience in the financial services industry. He has been with Ameriprise since 2002 and currently works in their San Antonio, TX office. In addition to his advisory role, he is a part-owner and assists with management duties at an office building in San Antonio. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Charles Watts is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked previously at MML Investors Services and MassMutual. Watts is also involved in managing and administering his practice through a business ownership role at XZ8979, LLC. Ameriprise offers a retirement-income planning service primarily for clients with substantial investable assets, delivering non-discretionary, research-based recommendations that integrate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines algorithmic tools with advisor oversight to provide tailored retirement income solutions.

Daniel Garcia is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2005, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC in San Antonio, TX. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Bradley Burton is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Edward Jones, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of his advisory work, he is a pastor and part owner of a party rental and general contracting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Doris Heller is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in San Antonio, TX, she has spent over six years in her current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, integrating algorithmic automation with advisor review.

Sara Ortiz is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2016. Outside of her advisory role, Ortiz engages in freelance English-Spanish translation and editing work. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Taerikk Perry is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked with i9 Sports and Love to Swim School. Perry serves on the Board of Directors for Restore Education, a nonprofit organization. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies focused on dependable income sources.

John Brooks is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Brooks is a shareholder in BONT Management LLC, a company formed to manage office leasing properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

John Trusela is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving as an advisor in San Antonio, TX. Outside of his advisory work, he serves as Chairman of the Finance Counsel for St. Francis of Assisi Catholic Church and is a board member of Natural Womanhood. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered through a centralized consulting team.

Steven Gallegos is a financial advisor with Ameriprise Financial Services, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Ameriprise since 2016 and serves as a Business Development Manager and member of the Mesquite Investment Committee, providing financial planning advice and product training. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.