Hien is a seasoned professional with well over a decade of experience in the financial services industry. To Hien, being a Portfolio Manager is his profession...helping people is his Career. He graduated Magna Cum Laude from the University of Houston and was a cofounder of the Cougar Investment Research Group (CIRG). In his free time, he's an avid angler and enjoys volunteering.
Madison recently moved back home to the Dallas/Fort Worth area after leaving to pursue her Bachelor’s in Economics at Stephen F. Austin State University, where she graduated Summa Cum Laude. In her free time, she enjoys exploring DFW, trying new restaurants, and taking Evie, her black lab, to the dog park.
Brittney grew up in Minnesota and attended the University of St. Thomas where she earned a bachelor's degree in marketing and communications. She enjoys spending time with her family and exploring local parks with her husband (Dan) and son (Peyton).
Caitlyn was born and raised in Rockwall, Texas. She served in the US Navy for 11 years and then earned her bachelor’s degree in Business Administration from Texas Woman’s University. She enjoys spending time with her friends and family and golfing with her husband Michael.
Logan was born and raised in Snyder, Texas.
Lisa grew up in Arlington, Texas where she attended Tarrant County College. She has over 18 years of experience as an administrative professional with a focus on client services and business development. Outside of work she loves to enjoy a nice cup of coffee or sweet tea, anything country, and spending time with her 3 children Ashlyn, Rylan, Collin, and their dog Cody.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only
use the information you are providing to send offers we believe are relevant to you and, if
you become a client, to send you information about your accounts.
Direct URL to this form:
The initial consultation provides an overview of financial planning concepts. You will not
receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures |
website rules and regulations |
privacy and security center |
about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation
by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
written analysis and/or recommendations.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting us to help you achieve your financial goals.
The person you refer will receive an email with a link to visit our website
and contact us for a complimentary consultation, if they choose.
will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form:
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Privacy and Security Center,
Online Security Guarantee and
About Email Fraud.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
© 2005 - 2022 Ameriprise Financial, Inc.