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.



Advisors

Steve A Livlanich

Financial Advisor

Associate Vice President
Visit Steve A Livlanich's website

Jesse L Webb

CRPC

Financial Advisor

Managing Director
Visit Jesse L Webb's website

Jason Merrill

Branch Manager

Financial Advisor
Visit Jason Merrill's website


Team

John Schantz

John Schantz

Registered Client Service Associate

Roles & Responsibilities

  • John joined Ameriprise in 2018 and has been in the industry supporting advisors and clients through financial planning and financial operations 2014.
  • Prior to his career in finance John served 13 years in the US Army.
  • John holds his series 7 and series 66 investment licenses.
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Kinsey Chadick

Kinsey Chadick

Registered Operations Leader

Personal Intro

  • Series 7 & 63
  • Texas Insurance License
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Sandie Almaraz

Sandie Almaraz

Client Service Coordinator

Personal Intro

  • Client Service Relations
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