Lenfest & Associates

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security, and other potential income sources. Using the Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build more financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.




Team

Jason Pickens

Jason Pickens

Operations Specialist

Qualifications

  • Jason has been with Ameriprise just shy of 20 years. He graduated from the University of California, Santa Cruz with a Bachelors in Economics. Jason's role is technology & business systems management.
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James Ingenluyff

James Ingenluyff

Paraplanner,

Client Service Manager

Qualifications

  • Works in the Walnut Creek office (1255 Treat Blvd, Suite 220, Walnut Creek, CA 94597)
  • Joined Ameriprise in May 2017
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