York, PA St Charles Way Office

Colton Kubicki is a Series 66-licensed financial advisor with Ameriprise in York, PA, and has three years of industry experience. He previously worked at Quo Vadimus LLC and has served on the Board of Directors for the Golden Connections Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Daniel Calloway is a financial advisor at Ameriprise with 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2020. Outside of his advisory role, he is the head coach of the FC Ballyhoo U9 soccer team. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary retirement recommendations.

William Heird is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Edward Jones for two years and has a background in healthcare, having been employed at Bozeman Health and the Advanced Vein and Laser Center. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation.