Troy, MI Tower Dr Office

Thomas Oswald is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving in Lyon Township, MI. Outside of his advisory role, he is involved with Greenspring Leasing LLC, which leases office space for Ameriprise Financial franchise practices. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tina Nguyen is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and previously worked at UBS and operated Lexi Spa before joining Ameriprise. 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 retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Barbara Kreitsch is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns Glidden Solutions Inc., an LLC that manages employees supporting her financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Rodrigo Gaytan Jr. is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at GFL Environmental Inc., Jackson, and various entrepreneurial ventures such as Gaytan Lawn Care and Gaytan Construction Inc. He attended Michigan State University from 2021 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and tax-aware withdrawal strategies for clients nearing or in retirement.

Sherry Gira is a financial advisor with Ameriprise in Washington, MI, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves as a trustee and participates in a shared office leasing business through GreenSpring Leasing, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.