How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Charles Jones

Charles Jones

CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Jones, Cannon and Scofield
Learn more about Charles Jones Visit Charles Jones's website
Mark Cannon

Mark Cannon

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of Jones, Cannon and Scofield
Learn more about Mark Cannon Visit Mark Cannon's website
Dale R Scofield

Dale R Scofield

ChFC®, CLU®

Financial Advisor

Managing Partner of Jones, Cannon and Scofield
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

CRPC®

Financial Advisor

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

Joan Nye

MBA, CRPC®, APMA®

Financial Advisor

Learn more about Joan Nye Visit Joan Nye's website
Alex Swisher

Alex Swisher

APMA®

Financial Advisor

Learn more about Alex Swisher Visit Alex Swisher's website
Steven Kalmus

Steven Kalmus

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven Kalmus Visit Steven Kalmus'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
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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
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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.
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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
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Kristina Jackson

Kristina Jackson

Client Relationship Manager

Qualifications

  • Juris Doctor (JD) SMU Dedman School of Law
  • Bachelor's Degree, Southern Methodist University
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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
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Sarah Crystal

Sarah Crystal

Client Service Specialist

Qualifications

  • Joined our practice in November 2020
  • 2 years experience in the finance industry
  • Bachelor in Fine Art, Academy of Art University
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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
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