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 at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. This service utilizes investment research, third-party data, and algorithmic tools to support client planning within a defined investment universe.

Chris Leonhard is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 credentials. He has 26 years of industry experience, including prior roles at UBS Financial Services and Morgan Stanley. Leonhard is based in Temecula, California. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 Financial Services who holds a Series 66 designation and has 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2004. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amy Irvine is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, Edward Jones, and UBS Financial Services. Outside of advising, she serves as a Notary Public in Murrieta, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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, Wilson worked three years at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

John Burg is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley DW Inc. Outside of his advisory role, he is involved in winemaking as a hobby. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.