Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Register today

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Divorce Financial Planning

Awards & recognition

  • CFO Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • CFO Wealth Management, Ameriprise Client Experience Award, 2020-2021
  • Neil Rahimi, Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023
  • Neil Rahimi, Forbes Best-in-State Wealth Advisors, 2021,2022,2023

Community participation

Our team participates in the National Day Of Service.We last volunteered at Houston Food Bank.