Vienna, VA 8045 Leesburg Pike Office

Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

Christie Nix is a CFP® and holds a Series 66 license, currently advising at Ameriprise in Fairfax, VA with 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement income recommendations.

Jason Crabb is a financial advisor with Ameriprise in Aldie, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation to generate tailored retirement income recommendations.

William Korby is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily through a centralized consulting team.

Michael Germano is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Robert Taggart II is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his financial advisory role, he provides voiceover services for e-trainings, commercials, podcasts, and animations. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Peter Gooding is a financial advisor at Ameriprise with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Ameriprise in 2025, he worked at First Command Advisory Services for eight years and had positions at AcuTech Consulting and a brief period of unemployment in 2017. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nathan Jandreau is a financial advisor with Ameriprise in Fairfax, VA. He holds Series 63 and Series 65 licenses and has prior experience at J.M. Arbour, LLC as well as academic roles at the University of Maine and Winslow High School. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Matthew Lanham is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and ChFC® designations with 25 years of industry experience. He previously worked at RBC Capital Markets for 17 years and City National Bank for five years. Outside of his advisory work, he serves as treasurer and operator of a rental property business. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Amanda Catalina is a CFP®-designated financial advisor with six years of industry experience, currently practicing at Ameriprise Financial Services LLC. She previously worked at RBC Capital Markets, LLC for eight years. Outside of her advisory work, she serves as an executive skincare consultant and occasionally coaches local volleyball teams with the Virginia Elite Volleyball Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized recommendations and ongoing tax-aware withdrawal strategies.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Joseph Waluk is a financial advisor with Ameriprise in Delaplane, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, and he operated an art business, Artworks By Roxan Dba Waluk Studios, for 20 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Goodson II is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2003 and was previously with Edward Jones from 2015 to 2023. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of financial solutions through its affiliated companies.