Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for William Burmeier

William Burmeier

CFP®, APMA®

Financial Advisor

Learn more about William Burmeier Visit William Burmeier's website
Advisor photo for David Medick

David Medick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about David Medick Visit David Medick's website
Advisor photo for Todd J Bloom

Todd J Bloom

CFP®

Private Wealth Advisor

Learn more about Todd J Bloom Visit Todd J Bloom's website
Advisor photo for Gary Grahnquist

Gary Grahnquist

MBA, CRPC

Financial Advisor

Learn more about Gary Grahnquist Visit Gary Grahnquist's website
Advisor photo for Mary Pepkin

Mary Pepkin

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Mary Pepkin Visit Mary Pepkin's website


Our team

Joy Brown

Joy Brown

Paraplanner

Qualifications

  • I hold Series 7, Series 63, Texas Insurance and Variable Annuities licenses.

  • I graduated from Baylor University with a BBA in Finance.

  • I have worked with the company since 1991 and have been part of this team since 1993.

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Hannah Ray

Hannah Ray

Financial Planning Assistant

Josie Bloom

Josie Bloom

Administrative Assistant

Personal Intro

I graduated in 2021 from Abilene Christian University with a major in Kinesiology. I became Todd's daughter in law when his son, John, and I married in 2023 and am happy to be part of Todd's team here at Ameriprise.

Qualifications

  • * Published Author (Jesus Throughout the Torah, published September 2023; Jesus Throughout the Gospels, published November 2024)
    * Excellent Communication and Follow Through Skills

Roles & Responsibilities

  • I can help with Scheduling for Todd Bloom and with answering basic questions about your investments.
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Judy Ross

Judy Ross

Client Service Coordinator

Atulya Kotnala

Atulya Kotnala

Client Service Specialist