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

Martin Wheeler

Martin Wheeler

Financial Advisor

More about me...

Designations

CFP®, BFA, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning

Education

BA Government, University of Texas at Austin, 1977
CA Insurance #0H34839

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Our Staff

Lee Callaway

Lee Callaway

Registered Client Service Associate

Chartered Retirement Planning Counselor℠