Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Richard Brent Dvorak, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Richard Brent Dvorak

CFP®, CRPC, CLU®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard Brent Dvorak Visit Richard Brent Dvorak's website
Dana Bives, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Dana Bives

APMA

Financial Advisor

Associate Vice President
Learn more about Dana Bives Visit Dana Bives's website

Our team

Adam J. Badeaux

Adam J. Badeaux

Associate Advisor,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • 2002 Bachelor of Science in International Trade & Finance at Louisiana State University
  • FINRA Series 7, 63 & 66
  • Group 1 Texas Insurance License

Roles & Responsibilities

  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
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Jordyn Brown

Jordyn Brown

Registered Practice Associate,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • 2015 Bachelor of Business Administration in Finance at Texas A&M University
  • FINRA Series 7 & 66 Licenses
  • Texas Department of Insurance General Lines Agent - Life, Accident, Health, and HMO
  • CA Insurance #0L81218

Roles & Responsibilities

  • Financial Plan and Client Data Reviews
  • Financial Planning Analysis & Assessment
  • Financial Reviews & Follow-Up
  • Account Transfer Coordination
  • Forms and Paperwork
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Charlie Cole

Charlie Cole

Registered Practice Associate,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • FINRA Series 7 & 66
  • Group 1 Texas Insurance License
  • 1984 BA in History from Cornell University
  • 1986 Master of Arts in Law and Diplomacy from the Fletcher School/Tuft University
  • CA Insurace #0I32512

Roles & Responsibilities

  • Financial Planning Analysis and Assessment
  • Financial Reviews and Follow-Up
  • Insurance Proposals & Analysis
  • Account Transfer Coordination
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Tammy Dow

Tammy Dow

Client Service Associate,

Client Relationship Specialist

Roles & Responsibilities

  • Client Relations - Scheduling, Client Calls, Meeting Preparation, Virtual and Phone Conference Meeting Set Up
  • Marketing, Advertising and Social Media Networking
  • Event Management - Coordinates Client-Appreciation and Bring-A-Friend Events
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Rahul Kharbanda

Rahul Kharbanda

Client Service Associate