Westmont, IL Oakmont Plaza Dr Office

Khadia Michel is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, she was involved with Come and Go Real Estate and Ayimed International. Her outside business activities include managing an advisory business for Valentine Britt LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that focuses on dependable income and tax-aware withdrawal strategies.

Thomas Nolan is a financial advisor with Ameriprise in Hinsdale, IL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Nolan is also the owner of Nolan Wealth Management, a financial advisory business. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering these services through a centralized consulting team in partnership with client advisors.

William Hazen is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Ameriprise since 2014. Outside of Ameriprise, he is involved with Nolan Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and adaptive withdrawal planning.

Julie Crotty is a financial advisor with Ameriprise in Westmont, IL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2016, following a brief tenure at Alliant Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.