Temecula, CA 2nd St Office

Jonathan Lopez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Ameriprise in 2026, he was affiliated with Platinum Wealth Management, Inc. and Independent Financial Group LLC. He also teaches a college course on investing at Mesa College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes written recommendations and ongoing tax-aware income strategies.

Michael Cruz is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chris Leonhard is a financial advisor with Ameriprise in Murrieta, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services Inc. from 2010 to 2019 before joining Ameriprise Financial Services Inc., where he has been since 2019. Ameriprise provides a retirement-income planning service for clients generally with at least $1 million in net investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

John Crespy III is a financial advisor with Ameriprise in Indio, CA, holding a Series 63 designation and 25 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2021. Ameriprise provides a retirement-income planning service primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Michael Walsh is a financial advisor with Ameriprise in Valley Center, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined nine years. Outside of his advisory role, Walsh owns and operates a small engine repair business and is involved in retail sales of chainsaw parts and equipment on weekends. Ameriprise offers comprehensive retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Tamara Colon is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. She is based in Temecula, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses a centralized service team supported by internal research and third-party data to provide ongoing retirement income advice within a defined investment framework.

Amy Irvine is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves as a notary public in Murrieta, California. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to produce annual, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Vischha Wilson is a financial advisor at Ameriprise in Temecula, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2019, Wilson worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by specialized committees.

Grant Ostapeck is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals with significant 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 its affiliated companies.

John Burg is a financial advisor with Ameriprise in Temecula, CA, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved in winemaking as a hobby. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm operates as a large institutional provider delivering advisory, brokerage, and insurance solutions through affiliated entities.