Voorhees, NJ Laurel Oak Rd Office

Ochir Shurugcheev is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Starting in May 2024, he will also be associated with Andreanidis Financial Group LLC in an investment-related role. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

Robert Greenwood is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Greenwood also works as an independent insurance broker focusing on disability income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Spencer Markoe is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

Tuan Wreh Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. 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 advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Fish is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults and mentors junior advisors through Eunoia Management Group LLC, focusing on training, marketing, and event planning. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Albert Brocious Jr. is a CFP®-certified financial advisor with Ameriprise, bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates Grove Street Operations, LLC, which provides financial planning services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with significant assets in Ameriprise-managed accounts.

Kevin Mc Laughlin is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise Financial Services since 2019, following prior roles at Oppenheimer & Co. Inc. and McAdam LLC. Before entering the financial sector, he was affiliated with the University of Delaware. Ameriprise Financial Services is a large advisory firm serving both 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 income sources and tax-aware withdrawal strategies.

John Rearden is a CFP® certified financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Kenneth Blackmon is a financial advisor with Ameriprise in Voorhees, NJ, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice Commander for the US Navy Reserve’s US Fleet Forces Command and manages office administration and real estate management businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

David Di Gangi is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he provides coaching on business operations, staff management, and client processes for a financial planning specialist. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Patrick Thompson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and The Vanguard Group Inc. His background includes roles in both financial services and other industries. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Bravyak is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the University of Delaware and Bishop Eustace Preparatory High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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, with a focus on assets held in Ameriprise Managed Accounts, and offers a wide range of advisory, brokerage, and insurance solutions.

Michael Bookman is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.