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

Ameriprise Financial

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

MINNEAPOLIS, October 15, 2026--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.

  1. FinanceExperienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and CultureCompanies: Ameriprise FinancialMINNEAPOLIS, August 17, 2026--Financial advisors Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Columbia S.C., with $160 million in client assets. The advisors, located in Columbia, S.C., are joined by client service associate Darragh James.