Our advisors

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 Specialist

Qualifications

  • Has been with Ameriprise for over 8 years
  • 20+ Years Executive Administration Experience
  • Attended Midwestern State University
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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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Alex Swisher

Alex Swisher

Client Service Specialist

Qualifications

  • Joined our practice in October of 2017
  • Has been in the Finance Industry since 2013
  • Bachelor of Finance, Texas Christian 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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Julie Cacopardo

Julie Cacopardo

Client Service Specialist

Qualifications

  • Joined our practice in April of 2019
  • Has been with Ameriprise for over 2 years
  • Bachelor of Finance, University of Texas at Arlington
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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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