Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Joseph Lee Silva, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Joseph Lee Silva

CPA

Private Wealth Advisor

Visit Joseph Lee Silva's website
Gabrielle Baker, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Gabrielle Baker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gabrielle Baker's website
Agata Kubis, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Agata Kubis

CFP®, MSM

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Agata Kubis's website
Stephen Hernandez, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Stephen Hernandez

Financial Advisor

Visit Stephen Hernandez's website

Team

Nicole D. Shaw

Nicole D. Shaw

Client Service Specialist

Roles & Responsibilities

  • I am responsible for client meeting preparation as well as:
  • Application Processing
  • Estate Settlements
  • Account Service & Inquiries
  • Money Movement
  • General Client Service
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Jennifer Jones

Jennifer Jones

Financial Planning Specialist

Roles & Responsibilities

  • My expertise is in Financial Planning and I assist advisors in:
  • Financial plan delivery and compliance
  • Financial plan data gathering and analysis
  • Insurance applications
  • Event and marketing coordinating
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Veronica Hernandez

Veronica Hernandez

Client Concierge

Roles & Responsibilities

  • I help clients feel at home when they arrive at our office. My main responsibilities are:
  • Scheduling client appointments
  • Assisting with office operations
  • Assisting in event and marketing coordinating
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Karen Cortez

Karen Cortez

Client Service Specialist

Roles & Responsibilities

  • I am responsible for:
  • Account Service & Inquiries
  • Money Movement
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