Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Johnathon joined our practice in 2024. He graduated from Stephen F. Austin State University with a B.B.A. in Finance. On the weekends, he enjoys playing golf and cooking BBQ with his friends.
Vardhan graduated with a master’s degree from The University of Texas at Dallas in 2025. During his undergraduate years, he played professional soccer and outside of work, he enjoys playing a variety of musical instruments and staying active.
Marisa Perez is an Executive Assistant in wealth management known for her strong client relationships, attention to detail, and reliable support of advisors. Outside of work, Marisa is a proud mom of three adult children. In her free time, she enjoys spending time with family and friends, thrift shopping, attending Texas Rangers baseball games, and cheering on the Green Bay Packers.
Rupam is finance and operations professional with experience supporting financial advisory functions across multiple advisor practices over the years. He joined Ameriprise in March 2022, after completing my MBA in Finance from India. Outside of work, he enjoys exploring new places, and spending time reading and learning about new things.
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