Our advisors

Charles Jones

Charles Jones

Private Wealth Advisor

Managing Partner
Learn more about Charles Jones Visit Charles Jones's website
Mark Cannon

Mark Cannon

Private Wealth Advisor

Managing Partner
Learn more about Mark Cannon Visit Mark Cannon's website
Dale R Scofield

Dale R Scofield

Financial Advisor

Managing Partner
Learn more about Dale R Scofield Visit Dale R Scofield's website
Peter A Samuelson

Peter A Samuelson

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Peter A Samuelson Visit Peter A Samuelson's website
Travis Ladner

Travis Ladner

Financial Advisor

Learn more about Travis Ladner Visit Travis Ladner's website
Joan Nye

Joan Nye

Financial Advisor

Learn more about Joan Nye Visit Joan Nye's website

Our team

Christopher D. Cannon

Christopher D. Cannon

Operations Director

Qualifications

  • Joined our practice in September of 2016
  • Has been with Ameriprise for over 8 years
  • Attended University of Houston
View more
Heidi A. Brown

Heidi A. Brown

Business Development Manager

Qualifications

  • Has been with Ameriprise for over 9 years
  • 20+ Years Executive Administration Experience
  • Attended Midwestern State University
View more
Sidney Avila

Sidney Avila

Financial Planning Analyst

Qualifications

  • Joined our practice in March 2020
  • 2 years’ experience in wealth management specializing in financial planning and portfolio management
  • B.B.A. in Finance, Texas A&M University.
View more
Kylar Gee

Kylar Gee

Client Relationship Manager

Qualifications

  • Joined our practice in August 2020
  • 2 years experience in the finance industry
  • B.A. in Business Marketing, University of Oklahoma
View more
Kristina Jackson

Kristina Jackson

Client Relationship Manager

Qualifications

  • Juris Doctor (JD) SMU Dedman School of Law
  • Bachelor's Degree, Southern Methodist University
View more
Kacy Etchieson

Kacy Etchieson

Client Service Specialist

Qualifications

  • Joined our practice in June 2019
  • Has been with Ameriprise for over 2 years
  • 7 years experience in the finance industry
  • Attended Texas Bible College
View more
Kristy Ladner

Kristy Ladner

Marketing Specialist

Qualifications

  • 20+ years of experience in marketing and client relationship management
  • Bachelor of Business Administration in Marketing, University of Texas at Austin
View more