Seven Hills, OH Rockside Rd Office

Robert Mcclain is a financial advisor with Ameriprise in Seven Hills, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise since 2006, including his current tenure starting in 2020, and previously worked at McGro & Associates. Outside of his advisory role, he is involved in business ownership through 2uercus Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Angela Monateri is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, she is a member of 2uercus Operations LLC, involved in practice operations management. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing 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 provides a broad range of advisory, brokerage, and insurance solutions.

Sarah Canitia is a financial advisor with Ameriprise in Columbia Station, OH, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2022 and previously spent eight years as a stay-at-home mother. Outside of her advisory role, she is involved with 2Uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Julie Nootbaar is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Burkhart & Co. Outside of her advisory role, she is involved in independent insurance brokering with Guardian Life Insurance Co. of America. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeanette Cable is a financial advisor with Ameriprise in Broadview Heights, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 12 years with Key Investment Services LLC. Cable also owns JAC Steward Co, a tax entity related to her advisory business expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations within a large institutional framework.

Joseph Miner is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. He is also involved with 2uercus Operations LLC outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Steven Frederick is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as a consultant for 2uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written retirement recommendations through a centralized consulting team.