The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

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

Joseph Lee Silva

Joseph Lee Silva

Private Wealth Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

The University of Texas at Austin BBA Accounting 1993, The University of Texas at Austin MPA Accounting 1994

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Agata Kubis

Agata Kubis

Financial Advisor

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Designations

CFP®, MSM

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

National - Louis University BA in Management, 2010, Nowy Sacz School of Business-National Louis University Master's in Strategic Management (MSM), 2012

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Stephen Hernandez

Stephen Hernandez

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

University of Louisiana at Lafayette BBA Finance 2007

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Our Staff

Jennifer A. Jones

Jennifer A. Jones

Financial Planning Specialist

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Roles & Responsibilities

  • My expertise is in Financial Planning and I assist advisors in:
  • Financial plan delivery and compliance
  • Financial plan data gathering and analysis
Nicole D. Shaw

Nicole D. Shaw

Client Service Specialist

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Roles & Responsibilities

  • I am responsible for client meeting preparation as well as:
  • Application Processing
  • Estate Settlements
  • Account Service & Inquiries
  • Money Movement
Veronica Hernandez

Veronica Hernandez

Client Concierge

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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
  • Event and marketing coordinating
Gabrielle Baker

Gabrielle Baker

Financial Planning Specialist