Seattle, WA Pike St Office

Mark Peterson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for BSA Troop 1804 and 1564 and participates as a committee member. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked at 3M for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-planning advice focused on dependable income and tax-aware withdrawal strategies.

Jason Formo is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support in its retirement planning approach.

Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments. He has been with Ameriprise since 2021. 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 tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Burns is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Domino’s Pizza LLC and the University of Washington - Bothell. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides detailed recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Thomas Drouin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. Prior to his current role, he has spent over a decade within the same firm. Outside of his advisory work, he occasionally works as an Uber driver. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven, algorithm-supported recommendations tailored by a centralized retirement-income consulting team.

Anne Bell is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc., and previously worked at PRUCO Securities, LLC. Outside of her advisory role, she is an operations manager, bookkeeper, and payroll specialist at Pacific Restoration & Painting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Andrew Rothman is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, with a focus on assets held in Ameriprise-managed accounts.

Kevin O'Keefe is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of Maxmo Rentals LLC, a real estate business in Snoqualmie, WA. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Peter Groeschel is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Scott Rethke is a financial advisor at Ameriprise in Kirkland, WA, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports primarily for Ameriprise-managed accounts.

Ginger Wasylik is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, Russell Investments, and HomeStreet Bank. Outside of advisory work, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and she also works part-time at a natural wine retailer in Seattle. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Morgan O'keefe is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation. O'keefe has worked at Ameriprise since 2022 and has prior experience at Emporium and Washington State University. 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 recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Mathews is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific eligibility criteria, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.