Syosset, NY Jericho Tpke Office

Xavier Allen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, Allen serves as head coach for a girls' travel basketball program, coaching 10th-grade players. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient recommendations through a centralized consulting team.

Sandeep Israni is a Certified Financial Planner® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services, Inc. since 2005, totaling over 19 years with the firm. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary retirement income recommendations, primarily for clients with assets managed within Ameriprise.

Shamir Hirsch is a financial advisor with Ameriprise in Plainview, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jacob Salomon is a financial advisor at Ameriprise with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Salomon has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

John Pascale is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in various advisory roles. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured service framework that integrates both discretionary and non-discretionary advice.

Michael De Salvo is a financial advisor with Ameriprise in Syosset, NY, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. He has worked at Ameriprise since 2021 and owns DeSalvo International, an online retail business focused on home goods. 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 based on proprietary research and third-party data.

Richard Kenna is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and with 20 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is involved in independent insurance brokering and owns Kenna Capital Corp, an LLC through which his 1099 business income flows. 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 retirement-income recommendation reports and ongoing planning advice focused on income sources and tax-aware strategies.