Discovery Point Wealth Advisors

We provide holistic advice and personal and proactive communication to help clients simplify their finances so they can feel more confident about achieving their goals.

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

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Advisors

Dana Bives

APMA®

Financial Advisor

Associate Vice President
Visit Dana Bives's website

Candace McCormack

CDFA®, APMA®

Financial Advisor

Vice President
Visit Candace McCormack's website

Richard Brent Dvorak

CFP®, CLU®, CEPA®

Private Wealth Advisor

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


Team

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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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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