Luminate

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.


close

Team photo for Luminate
Team photo for Luminate

View Larger


Advisors

Mark Cannon

CFP®, CRPC

Private Wealth Advisor

President of Luminate
Visit Mark Cannon's website

Cecilia Garcia

CFP®

Private Wealth Advisor

Managing Partner of Luminate
Visit Cecilia Garcia's website

Charles Jones

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Luminate
Visit Charles Jones's website

Dale R Scofield

ChFC®, CLU®, APMA, CRPC

Financial Advisor

Managing Partner of Luminate
Visit Dale R Scofield's website

Lindsey Caminiti

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lindsey Caminiti's website

Brian John Seastone

APMA

Financial Advisor

Insurance Specialist
Visit Brian John Seastone's website

Joan Nye

MBA, CRPC, APMA

Financial Advisor

Visit Joan Nye's website

Steven Kalmus

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Kalmus's website

Alex Swisher

Financial Advisor

Visit Alex Swisher's website

Travis Ladner

CRPC

Financial Advisor

Visit Travis Ladner's website

Peter A Samuelson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Peter A Samuelson's website

Shelley Aguirre

Financial Advisor

Visit Shelley Aguirre's website

Alexis Williams

CFP®, BFA, CRPC, AWMA℠

Financial Advisor

Visit Alexis Williams's website

Shawn Dorrough

APMA, MBA

Financial Advisor

Visit Shawn Dorrough's website

Robert Pulliam

APMA

Financial Advisor

Visit Robert Pulliam's website


Team

Nikole Shaw

Nikole Shaw

Operations Director

Personal Intro

Nikole brings over 15 years of experience from the wealth management industry to her role at Luminate. Nikole spent many years with Ameriprise Chairman’s Advisory Council practices as well as an RIA and consulted with a range of businesses outside the financial services industry.

View more
Jade Echazarreta

Jade Echazarreta

Operations Manager

Personal Intro

Jade has worked with Audree since 2012 and studied at San Jacinto College. She brings over 10 years of Operations experience, which she uses to coordinate and lead our client service team in excellence to meet client’s needs.

View more
Christopher D. Cannon

Christopher D. Cannon

Operations Specialist

Personal Intro

Chris joined our practice in 2016. He has been with Ameriprise Financial for over 10 Years and previously served in various leadership positions with Ameriprise in the Houston area. In 2014 he was awarded the Region Operations Person of the Year, the highest award given to an Operations team member at Ameriprise. Chris attended the University of Houston.

View more
Christy Wilkey

Christy Wilkey

Operations Specialist

Personal Intro

Christy joined our practice in February 2023 and brings 15 years of Ameriprise experience in operations, administrative and executive support. She’s passionate about helping others. When out of the office, she enjoys bike rides and impromptu weekend road trips.

View more
Walker England

Walker England

Investment Manager

Personal Intro

Walker joined our practice in 2021 as our Director of Asset Management. Walker brings over 15 years of market experience focusing on asset analytics, research, and risk management. He graduated from Texas State University with a B.B.A in Finance & Economics. When he is not watching markets, Walker enjoys participating in outdoor activities with his son Raylan and wife Mindy.

View more
Jack McGeary

Jack McGeary

Investment Specialist

Personal Intro

Jack joined our practice in 2022 as part of the Asset Management Team. He graduated from Texas A&M University with a B.A. in Business Administration. He has spent the last 3 years working on Department of Defense government contracts. He holds dual citizenships status with England.

View more
Sidney Avila

Sidney Avila

Financial Planning Analyst

Personal Intro

Sidney joined our practice in 2020. She brings 2 years’ experience in wealth management. She graduated from Texas A&M University with a B.B.A. in Finance. Sidney’s grandparents were one of the original 12 founding families of Hilmar Cheese. She is a 3rd generation cheese maker.

View more
Kimberly Schmidt

Kimberly Schmidt

Business Development Manager

Personal Intro

Kimberly joined our practice in March of 2016. She has over 28 years of experience of Bookkeeping experience. Kimberly also has over 16 years of Human Resource Experience. Kim has volunteered for the Houston Livestock Show & Rodeo for the past 17 years.

View more
Brianna Hunter

Brianna Hunter

Financial Planning Analyst

Personal Intro

Brianna joined our team in June 2024 and brings 3 years of Ameriprise experience. She graduated from the University of Texas at Austin with a B.A. in Economics. Outside of the office, Brianna enjoys cooking and spending time at the lakewith her family, friends, and dog.

View more
Bryce Petro

Bryce Petro

Client Service Specialist

Personal Intro

Bryce joined our practice in January 2024. He graduated from Texas Tech University where he earned his B.S. in Personal Financial Planning. Bryce is an avid sports fan and loves to watch Premier League soccer whenever he can.

View more
Courtney Nguyen

Courtney Nguyen

Financial Planning Analyst

Personal Intro

Courtney joined our practice in June 2024 with over 5 years of industry experience. A native Houstonian, she graduated from Texas A&M University with a B.S. in Business. Outside of work, she enjoys traveling, photography, trying new coffee shops and restaurants, and spending time with family and friends.

View more
Jennifer Benitez

Jennifer Benitez

Client Service Specialist

Personal Intro

Jennifer joined Luminate in 2024, serving as a Client Service Specialist. In 2016, she received her Bachelor of Science in Psychology from Christopher Newport University. In Fall 2024, she will begin pursuing her Masters in Personal Financial Planning. During her free time, Jennifer enjoys spending time outdoors with her fiance Brian, and her puppy.

View more
Kristy Ladner

Kristy Ladner

Marketing Specialist

Personal Intro

Kristy has 20+ years of experience in marketing and client relationship management. She graduated with a Bachelor of Business Administration in Marketing from the University of Texas at Austin.

View more
Rachel Martin

Rachel Martin

Administrative Assistant

Personal Intro

Rachel joined Luminate in 2023 and graduated from Thomas Edison State University with her bachelor's in communication studies. She loves to spend time with her family, eat clean, and study ancient Jewish culture.

View more
Sammy Drei

Sammy Drei

Financial Planning Specialist

Personal Intro

Sammy joined our practice in 2023. He graduated from the University of North Texas with a B.A. in Finance. Sammy enjoys market research, working out, grilling out, and watching sports in his free time. While attending University of North Texas, Sammy was involved in the Student Investment Group (SIG).

View more
Shauna Cato

Shauna Cato

Marketing Specialist

Personal Intro

Shauna joined our practice in 2023, where she began as a Marketing Intern, and then furthered her career as our Marketing Specialist. She graduated from The University of Texas at Dallas with a BSc in Global Business and Marketing in Fall 2023. She enjoys spending vacation with her friends and family back home in Trinidad and Tobago.

View more
Heidi A. Brown

Heidi A. Brown

Marketing Specialist

Personal Intro

Heidi has 11 years of experience supporting advisors and practice management. She also has over 20+ Years executive administration experience. She attended Midwestern State University, and in her spare time she is an avid basil planter and pesto maker.

View more
Chris Campbell

Chris Campbell

Client Service Specialist

Personal Intro

Chris joined our practice in 2022. He graduated from The University of Texas Tech with a B.A. in Economics. Chris enjoys playing golf on Saturdays and watching football on Sundays. He was a Quarterback at a Private School his first year of college before transferring to Texas Tech.

View more
Kendall Doxey

Kendall Doxey

Client Service Specialist,

Financial Planning Specialist

Personal Intro

Kendall joined our practice in June of 2019. She earned her B.B.A in Finance from the University of Houston. Kendall has the sweetest little puppy named Cannoli. In her free time, she loves to hang out with friends and family, travel, and listen to live music.

View more
Kristal Rios Jimenez

Kristal Rios Jimenez

Client Service Specialist

Personal Intro

Kristal joined our team in September 2018 and brings over 12 years of Ameriprise experience. She also attended the University of Houston, where she obtained her BBA in Financial Planning and Services.

View more
Brittany Assenov

Brittany Assenov

Client Service Specialist

Personal Intro

Brittany joined our practice in September 2022 and brings 10 years of Ameriprise experience, currently focusing on assisting BJ and his clients. She enjoys spending time with family and friends, and loves to travel.

View more
Brooke Hunter

Brooke Hunter

Client Service Specialist

Personal Intro

Brooke joined the practice in March 2023, and started with Ameriprise in November 2021. She attended Texas A&M University where she earned her B.S. in Poultry Science and Minor in Economics.

View more
JR Shimpach

JR Shimpach

Client Service Specialist

Personal Intro

JR joined Luminate in January 2023. He has 5+ years of insurance industry experience and plays as much golf as he can during the "short" Summer in Minnesota.

View more