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

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies

Awards & recognition

  • Katie Millar, Ameriprise Circle of Success, 2023