Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Aisiri Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Jennifer Ibarguen, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Aisiri Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Jennifer Ibarguen, Forbes Top Women Wealth Advisors, 2020, 2021
  • Jennifer Ibarguen, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Jennifer Ibarguen, Forbes Best-in-State Wealth Advisors, 2022 - 2023
  • Jennifer Ibarguen, Forbes Best-in-State Women Wealth Advisors, 2022 - 2023
  • Jennifer Ibarguen, Five Star Wealth Manager, 2014-2022
  • Jennifer Ibarguen, Working Mother Top Wealth Advisor Moms, 2019, 2020, 2021
  • Jeffery Malcolm Davis, Ameriprise Circle of Success, 2021

Community participation

Sponsor of:

Leukemia and Lymphoma Society

American Heart Association

Alzheimer's Association

Susan G. Komen Foundation

Frisco Arts