Team profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • 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
  • Jennifer Ibarguen, Forbes Top Women Wealth Advisors, 2020, 2021
  • Jennifer Ibarguen, AdvisorHub 50 Advisors to Watch (under $1Bil), 2022
  • Jennifer Ibarguen, Forbes Best-in-State Wealth Advisors, 2022
  • Jennifer Ibarguen, Forbes Best-in-State Women Wealth Advisors, 2022
  • 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