Vienna, VA Old Gallows Rd Office

Jeremy Kim is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked for the U.S. Department of Education’s Office of Federal Student Aid for five years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with 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.

Daniel Kim is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Kim is involved with the Open Door Presbyterian Church, where he supports the "Love Herndon" program assisting local residents in need. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts. The firm delivers personalized, research-driven recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies.

Patrick Boinest is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of advisory work, he is a co-owner of Unity Squared, LLC, a business focused on succession planning and operational support for Ameriprise franchise owners, and serves as chair of the architectural committee for the Chain Bridge Forest Homeowners Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.