The Team

Putting clients first; it’s what we do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

• “Understands me and shares my values”

• “Explains things in understandable terms”

• “Has defined, repeatable processes for producing results”

• Has “knowledgeable, timely and tactical” investment ideas

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Wendell De Grange

Wendell De Grange

Financial Advisor

More about me...

Contact

wendell.m.degrange@ampf.com

713.260.5700

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Rice University, Bachelor of Science in Chemical Engneering 1987, Xavier University of Louisiana, Bachelor of Arts in Physics/Math 1987

VISIT MY WEBSITE

Martin Wheeler

Martin Wheeler

Financial Advisor

More about me...

Contact

martin.x.wheeler@ampf.com

713.260.5735

Designations

CFP®, BFA, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning

Education

BA Government, University of Texas at Austin, 1977
CA Insurance #0H34839

VISIT MY WEBSITE

Kalyani Sanghavi

Kalyani Sanghavi

Financial Advisor

More about me...

Contact

kalyani.t.sanghavi@ampf.com

713.260.1362

Designations

CFP®, CRPC®, CDFA®, APMA®

Top Areas of Focus

  • Divorce Financial Planning
  • Domestic Partner Planning
  • Retirement Planning Strategies

Education

BS in Physiology and Neurobiology - University of Maryland - College Park
CA Insurance #0H69097

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Our Staff

Lee Callaway

Lee Callaway

Registered Client Service Associate
Chartered Retirement Planning Counselor℠