Discovery Point Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Discovery Point Wealth Advisors
Team photo for Discovery Point Wealth Advisors

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Advisors

Richard Brent Dvorak

CFP®, CLU®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Richard Brent Dvorak's website

Adam John Badeaux

CFP®, APMA®

Associate Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Adam John Badeaux's website

Sue Ellen Burch

APMA®

Financial Advisor

Visit Sue Ellen Burch's website

Candace McCormack

CDFA®, APMA®

Financial Advisor

Vice President
Visit Candace McCormack's website

Dana Bives

APMA®

Financial Advisor

Associate Vice President
Visit Dana Bives's website

Jordyn Nicole Brown

CFP®

Registered Practice Associate

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jordyn Nicole Brown's website

Charlie Cole

CFP®, CEPA®

Registered Practice Associate

Certified Exit Planning Advisor®
Visit Charlie Cole's website


Team

Aditya Narang

Aditya Narang

Client Service Associate

Personal Intro

Adi brings nearly three years of client-facing experience from the FMCG and insurance sectors to Discovery Point Wealth Advisors. With a degree in business and economics and time spent living in Scotland, he offers a global perspective and strong interpersonal skills. Adi supports strategic planning, operational efficiency, and client engagement, helping deliver tailored financial solutions.

Roles & Responsibilities

  • Focuses on operational efficiency, supporting strategic planning, and enhancing client engagement across the advisory process.
  • Strong interpersonal skills, combined with a structured analytical approach helps advisors deliver tailored solutions that meets client's evolving financial goals.
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Tammy Dow

Tammy Dow

Client Service Associate,

Marketing Specialist

Personal Intro

Tammy Dow joined Ameriprise Financial in March 2018 and graduated Magna Cum Laude from the Texas School of Business in 2015. Prior to her transition to Discovery Point Wealth Advisors, she provided dedicated support to the Clear Lake Branch Office.

Roles & Responsibilities

  • Client Service & Operations: Client relations, account servicing, calendar management, client communications, meeting preparation, and virtual meeting coordination.
  • Marketing & Communications: Advertising, media relations, charitable outreach, and social media engagement.
  • Event Management: Coordination of client appreciation events, virtual gatherings, and “Bring-a-Friend” initiatives.
  • Professional Credentials: Commissioned Texas Notary Public, available Monday through Wednesday from 8:00 AM to 4:00 PM.
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