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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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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