Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Steve Burchett, Private Wealth Advisor serving the Shenandoah, TX area - Ameriprise Advisors

Steve Burchett

CRPC®

Private Wealth Advisor

Learn more about Steve Burchett

Alec Burchett

CRPC®

Financial Advisor

Learn more about Alec Burchett

Our team

Janet Lezak-Young

Janet Lezak-Young

Client Service Coordinator,

Operations Manager
Rachel Libbey

Rachel Libbey

Client Service Specialist,

Financial Planning Assistant
Alexander Burchett

Alexander Burchett

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