Strategic Insights Financial Planning Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Arthur Hughes, Private Wealth Advisor serving the McAllen, TX area - Ameriprise Advisors

Arthur Hughes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Arthur Hughes's website
James Credo, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

James Credo

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit James Credo's website
James Enriquez, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

James Enriquez

MST, MS, CFP®, AAMS®, CRPC®, CKA®

Financial Advisor

Visit James Enriquez's website
Alexis Villarreal, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

Alexis Villarreal

APMA®, CDFA®

Financial Advisor

Visit Alexis Villarreal's website
Matt Mierzycki, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

Matt Mierzycki

Financial Advisor

Visit Matt Mierzycki's website

Team

Mayra Fabela

Mayra Fabela

Financial Planning Assistant

Karina Estudillo

Karina Estudillo

Operations Specialist

Belinda Vargas

Belinda Vargas

Client Service Manager

Glenda Rodriguez

Glenda Rodriguez

Client Service Specialist