Ameriprise Financial Welcomes Three Financial Advisor Teams with Nearly $1.2 Billion in Assets from RBC Capital Markets

The teams cite industry-leading technology, breadth of capabilities, and strong, supportive leadership as key factors in their decisions to join

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced that three established financial advisor teams managing nearly $1.2 billion in combined client assets have recently joined its branch channel from RBC Capital Markets, LLC. The teams include The GEN Group in Vienna, Va., Vantage Axia Wealth in Denver, Colo., and Chad Lewis in West Des Moines, Iowa.

The GEN Group joins for industry-leading technology and breadth of capabilities

The GEN Group, led by private wealth advisor Matt Lanham and financial advisor Amanda Catalina, has joined in Vienna, Va., with over $750 million in client assets. The team also includes client service associates Nicole Aguinaldo and Ari Aguinaldo.

After evaluating multiple firms, the team says they selected Ameriprise for its integrated technology platform, comprehensive planning capabilities and the strength of its advisor support model.

"Ameriprise offers a unique combination of sophisticated technology, comprehensive planning resources and a leadership team that is invested in advisor success," said Lanham. "We believe the firm's platform will help us operate more efficiently, deepen client relationships and continue growing our practice."

Catalina added, "The depth of Ameriprise's capabilities stood out immediately. From wealth management solutions to practice support resources, the firm provides the tools and expertise needed to help us deliver an even stronger experience for our clients."

The private wealth advisory practice is supported locally by Ameriprise Branch Manager Jason Crabb, Ameriprise Complex Director Ed Eckenroad and Ameriprise Regional Vice President Todd Hubley.

Planning-first philosophy draws Vantage Axia Wealth to Ameriprise

Vantage Axia Wealth, led by financial advisors Andy Krantz, CFP^® and Corben Gailey, has joined in Denver, Colo., with more than $280 million in client assets. The team includes registered client service associate Dominic Occhiuzzo.

“Financial planning is the foundation of every client relationship we build, so it was important to join a firm that shared our planning-first philosophy,” said Krantz. “Ameriprise combines comprehensive planning capabilities with a client-first approach, giving us the resources to deliver highly personalized advice to help our clients achieve their financial goals.”

“The integrated and secure technology at Ameriprise was a key differentiator for our team as well. We look forward to leveraging the firm’s sophisticated tools and capabilities to elevate the experience we provide to clients,” added Gailey.

The financial advisory practice is supported locally by Ameriprise Branch Manager Kathleen Drake and Ameriprise Regional Vice President David Spataro.

Chad Lewis chose Ameriprise for the firm’s client-centric approach and supportive leadership

Chad Lewis joins Ameriprise in West Des Moines, Iowa, with $160 million in client assets for client-centric services, technology and a leadership team that fully supports personal and professional growth.

“My move to Ameriprise has exceeded my expectations. It’s clear I’ve made the right decision, allowing me to provide superior service to my clients with the firm’s technology, investment research and support staff,” said Lewis. “After a 25-year career in the Air Force as an F-16 pilot, I know what great leadership and efficient processes look like, and we have that and more here at Ameriprise.”

Lewis is supported locally by Ameriprise Branch Manager Jeff Kimball and Ameriprise Complex Director Adam Lukens.

Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.¹ To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.

About the Ameriprise Ultimate Advisor Partnership

The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years². With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

¹ Ameriprise Financial 2025 10-K
² Company founded June 29, 1894

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

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