Advisor profile


My approach

Ann Hundl - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Ann Hundl - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Texas A&M University, Bachelor of Business Administration, 1993
  • University of Texas at Austin, Master of Business Administration, 1999

Interests

  • I grew up in Houston but have lived in Wharton County for the past 17 years and currently live in El Campo.
  • I have been married for 22 years to Philip and together we have 4 kids.
  • When not attending kids' school or sports activities, I enjoy running, coaching Club volleyball and spending time with friends.

Community participation

I am proud to be a Board Member of Wharton County Junior College.

My family and I financially support several organizations close our hearts:

* Make A Wish Foundation

* Give Kids the World Village

*MD Anderson Cancer Center

*Wharton County Junior College

*Boys & Girls Club of Wharton

*our churches, schools, and civic groups throughout Wharton County