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

  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • Preferred Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Duc Tran, Ameriprise Circle of Success, 2023

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