Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Retirement Income Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investments
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Financial planning for small business
  • Insurance
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving

Awards & recognition

  • Compass Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • Brandon Hayes, Ameriprise Circle of Success, 2012-2024
  • Brandon Hayes, Ameriprise Circle of Success Diamond Ring, 2019
  • Jay D Jacobs, Ameriprise Circle of Success , 2005-2010, 2020-2024
  • Mark Powers, Ameriprise Circle of Success , 2012-2024
  • Compass Financial Group, Ameriprise Client Experience Award, 2024

Community participation

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