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

Kristen Palme

Kristen Palme

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

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

Education

Texas A&M University, College Station, TX, B.A., Psychology, Texas A&M University, College Station, TX, B.S., Biochemistry, Texas A&M University, College Station, TX, B.S., Genetics, Masters of Business Administration, University of Texas at Austin, Austin, TX
CA Insurance #0D05222 AR License #3152533

VISIT MY WEBSITE

Keith W Nugent

Keith W Nugent

Financial Advisor

More about me...

Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies

Education

BBA in Accounting from the University of Texas at Austin, Texas
CA Insurance #0G38625

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Sara Ortiz

Sara Ortiz

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BBA -International Business - University of Texas at Austin- 1993, MBA - Interantional Banking - Texas A & M International University - 1994

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Our Staff

Lisa Hayes

Lisa Hayes

Client Service Associate

Administrative Assistant
Karl Hanna

Karl Hanna

Assistant

Taerikk Perry

Taerikk Perry

Assistant