Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Alan Jaks, Branch Manager serving the Sugar Land, TX area - Ameriprise Advisors

Alan Jaks

CFP®

Branch Manager

Vice President
Visit Alan Jaks's website

Team

Tabitha S. Estes

Tabitha S. Estes

Registered Operations Leader

Qualifications

  • Series 7, 63 & 65
  • Texas Insurance License

Roles & Responsibilities

  • Client Service Specialist
  • Marketing and Events Coordinator
  • Operations Manager
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