Luminate

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


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Team photo for Luminate
Team photo for Luminate

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Advisors

Advisor photo for Audree Begay

Audree Begay

CFP®

Private Wealth Advisor

Managing Partner of Luminate
Visit Audree Begay's website
Advisor photo for Cecilia Garcia

Cecilia Garcia

CFP®

Private Wealth Advisor

Managing Partner of Luminate
Visit Cecilia Garcia's website
Advisor photo for Charles Jones

Charles Jones

CRPC, APMA

Private Wealth Advisor

Managing Partner of Luminate
Visit Charles Jones's website
Advisor photo for Dale R Scofield

Dale R Scofield

APMA, CRPC

Financial Advisor

Managing Partner of Luminate
Visit Dale R Scofield's website
Advisor photo for Lindsey Caminiti

Lindsey Caminiti

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lindsey Caminiti's website
Advisor photo for Steven Kalmus

Steven Kalmus

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Kalmus's website
Advisor photo for Joan Nye

Joan Nye

MBA, CRPC, APMA

Financial Advisor

Visit Joan Nye's website
Advisor photo for Alex Swisher

Alex Swisher

APMA

Financial Advisor

Visit Alex Swisher's website
Advisor photo for Brian John Seastone

Brian John Seastone

CLTC®, APMA

Financial Advisor

Insurance Specialist
Visit Brian John Seastone's website
Advisor photo for Travis Ladner

Travis Ladner

CRPC

Financial Advisor

Visit Travis Ladner's website
Advisor photo for Peter A Samuelson

Peter A Samuelson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Peter A Samuelson's website
Advisor photo for Shelley Aguirre

Shelley Aguirre

Financial Advisor

Visit Shelley Aguirre's website
Advisor photo for Alexis Williams

Alexis Williams

CFP®, CRPC, AWMA℠

Financial Advisor

Visit Alexis Williams's website


Team

Nikole Shaw

Nikole Shaw

Operations Director

Personal Intro

Nikole brings over 15 years of experience from the wealth management industry to her role at Luminate. Nikole spent many years with Ameriprise Chairman’s Advisory Council practices as well as an RIA and consulted with a range of businesses outside the financial services industry.

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Jade Echazarreta

Jade Echazarreta

Operations Manager

Personal Intro

Jade has worked with Audree since 2012 and studied at San Jacinto College. She brings over 10 years of Operations experience, which she uses to coordinate and lead our client service team in excellence to meet client’s needs.

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Christopher D. Cannon

Christopher D. Cannon

Operations Specialist

Personal Intro

Chris joined our practice in 2016. He has been with Ameriprise Financial for over 10 Years and previously served in various leadership positions with Ameriprise in the Houston area. In 2014 he was awarded the Region Operations Person of the Year, the highest award given to an Operations team member at Ameriprise. Chris attended the University of Houston.

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Christy Wilkey

Christy Wilkey

Operations Specialist

Personal Intro

Christy joined our practice in February 2023 and brings 15 years of Ameriprise experience in operations, administrative and executive support. She’s passionate about helping others. When out of the office, she enjoys bike rides and impromptu weekend road trips.

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Walker England

Walker England

Investment Manager

Personal Intro

Walker joined our practice in 2021 as our Director of Asset Management. Walker brings over 15 years of market experience focusing on asset analytics, research, and risk management. He graduated from Texas State University with a B.B.A in Finance & Economics. When he is not watching markets, Walker enjoys participating in outdoor activities with his son Raylan and wife Mindy.

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Jack McGeary

Jack McGeary

Investment Specialist

Personal Intro

Jack joined our practice in 2022 as part of the Asset Management Team. He graduated from Texas A&M University with a B.A. in Business Administration. He has spent the last 3 years working on Department of Defense government contracts. He holds dual citizenships status with England.

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Sidney Avila

Sidney Avila

Financial Planning Analyst

Personal Intro

Sidney joined our practice in 2020. She brings 2 years’ experience in wealth management. She graduated from Texas A&M University with a B.B.A. in Finance. Sidney’s grandparents were one of the original 12 founding families of Hilmar Cheese. She is a 3rd generation cheese maker.

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Robert Pulliam

Robert Pulliam

Financial Planning Analyst

Personal Intro

Rob joined our practice in May 2022. He brings 7 years of experience in various financial fields, including accounting, mortgage lending and personal credit. If not talking numbers, you’ll find him at the piano or on the golf course.

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Kimberly Schmidt

Kimberly Schmidt

Business Development Manager

Personal Intro

Kimberly joined our practice in March of 2016. She has over 28 years of experience of Bookkeeping experience. Kimberly also has over 16 years of Human Resource Experience. Kim has volunteered for the Houston Livestock Show & Rodeo for the past 17 years.

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Kristy Ladner

Kristy Ladner

Marketing Specialist

Personal Intro

Kristy has 20+ years of experience in marketing and client relationship management. She graduated with a Bachelor of Business Administration in Marketing from the University of Texas at Austin.

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Rachel Martin

Rachel Martin

Administrative Assistant

Personal Intro

Rachel joined Luminate in 2023 and graduated from Thomas Edison State University with her bachelor's in communication studies. She loves to spend time with her family, eat clean, and study ancient Jewish culture.

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Heidi A. Brown

Heidi A. Brown

Marketing Specialist

Personal Intro

Heidi has 11 years of experience supporting advisors and practice management. She also has over 20+ Years executive administration experience. She attended Midwestern State University, and in her spare time she is an avid basil planter and pesto maker.

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Lori  Wheat

Lori Wheat

Executive Assistant

Personal Intro

Lori has over 15 years of experience within the banking and mortgage industries. She has lived in the Dallas area for the past 30 years, and her hobbies include traveling, cookouts with family and friends, spending time by the pool, walking, reading and cooking.

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Chris Campbell

Chris Campbell

Client Service Specialist

Personal Intro

Chris joined our practice in 2022. He graduated from The University of Texas Tech with a B.A. in Economics. Chris enjoys playing golf on Saturdays and watching football on Sundays. He was a Quarterback at a Private School his first year of college before transferring to Texas Tech.

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Kendall Isola

Kendall Isola

Client Service Specialist,

Financial Planning Specialist

Personal Intro

Kendall joined our practice in June of 2019. She earned her B.B.A in Finance from the University of Houston. Kendall has the sweetest little puppy named Cannoli. In her free time, she loves to hang out with friends and family, travel, and listen to live music.

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Kristal Rios Jimenez

Kristal Rios Jimenez

Client Service Specialist

Personal Intro

Kristal joined our team in September 2018 and brings over 12 years of Ameriprise experience. She also attended the University of Houston, where she obtained her BBA in Financial Planning and Services.

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Brittany Assenov

Brittany Assenov

Client Service Specialist

Personal Intro

Brittany joined our practice in September 2022 and brings 10 years of Ameriprise experience, currently focusing on assisting BJ and his clients. She enjoys spending time with family and friends, and loves to travel.

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Brooke Hunter

Brooke Hunter

Client Service Specialist

Personal Intro

Brooke joined the practice in March 2023, and started with Ameriprise in November 2021. She attended Texas A&M University where she earned her B.S. in Poultry Science and Minor in Economics.

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JR Shimpach

JR Shimpach

Client Service Specialist

Personal Intro

JR joined Luminate in January 2023. He has 5+ years of insurance industry experience and plays as much golf as he can during the "short" Summer in Minnesota.

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