With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Jennifer Ibarguen, Private Wealth Advisor serving the Plano, TX area - Ameriprise Advisors

Jennifer Ibarguen

CRPC, APMA, RFC®

Private Wealth Advisor

Managing Director
Learn more about Jennifer Ibarguen Visit Jennifer Ibarguen's website
Jeffery Malcolm Davis, Financial Advisor serving the Plano, TX area - Ameriprise Advisors

Jeffery Malcolm Davis

Financial Advisor

Managing Director
Learn more about Jeffery Malcolm Davis Visit Jeffery Malcolm Davis's website
Matt Gunnip, Financial Advisor serving the Plano, TX area - Ameriprise Advisors

Matt Gunnip

CIMA®

Financial Advisor

Managing Director
Learn more about Matt Gunnip Visit Matt Gunnip's website

Mike DiPasquale

MBA, CRPC, APMA

Registered Practice Associate

Learn more about Mike DiPasquale Visit Mike DiPasquale's website

Monica Smith

Registered Practice Associate

Learn more about Monica Smith Visit Monica Smith's website