Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
Chris joined our practice in 2016. He has been with Ameriprise Financial for over10 Years and previously served in various leadership positions with Ameriprise in the Houston area. In 2014 he was awarded the Region Operations Person of the Year, the highest award given to an Operations team member at Ameriprise. Chris attended the University of Houston.
Sylvia has worked with Audree since 2004. She was born and raised in Houston, Texas, where she then earned her B.B.A degree in International Business at the University of Houston. She is a huge animal & music lover.
Jade has worked with Audree since 2012. In her free time, she enjoys baking and cooking. She isa mom of two funny and loving doggies. Jade loves frogs and helping others, she is always ready to step in and help a teammate when needed to take care of clients and get things done!
Walker joined our practice in 2021 as our Director of Asset Management. Walker brings over 15 years of market experience focusing on asset analytics, research, and risk management. He graduated from Texas State University with a B.B.A in Finance & Economics. When he is not watching markets, Walker enjoys participating in outdoor activities with his son Raylan and wife Mindy.
Shelley joined our practice in 2022 as our Senior Analyst. She began her career as a financial advisor with American Express Financial who later became Ameriprise Financial. She has over 17 years’ experience in the industry. She graduated from Texas A&M University with a B.A. in Finance.
Sidney joined our practice in 2020. She brings 2 years’ experience in wealth management. She graduated from Texas A&M University with a B.B.A. in Finance. Sidney’s grandparents were one of the original 12 founding families of Hilmar Cheese. She is a 3rd generation cheese maker.
Ashley joined our practice in February of 2018 as our trading ninja and comedy queen. She enjoys reading, arts & crafts, games, music, and family time.
Kimberly joined our practice in March of 2016. She has over 28 years of experience of Bookkeeping experience. Kimberly also has over 16 years of Human Resource Experience. Kim has volunteered for the Houston Livestock Show & Rodeo for the past 17 years.
Heidi has been with Mark since 2011. She has 11 years of experience supporting advisors and practice management. She also has over 20+ Years executive administration experience. She attended Midwestern State University and in her spare time she is an avid basil planter and pesto maker.
Kylar joined our practice in 2020. He has 2 years’ experience and before joining the team, Kylar worked within multiple Ameriprise practices. He graduated from The University of Oklahoma with a B.A. in Business Marketing. Kylar and Patrick Mahomes have been friends since childhood. Go Chiefs!
Kristina has been with Ameriprise since 2015 and has over 9 years of experience supporting financial advisors. She graduated from Southern Methodist University with a B.A. and earned her J.D. from S.M.U. School of Law. Kristina is a native Dallasite and loves the State Fair of Texas.
Jade joined our practice in 2022. She focuses on insurance and has 3 three years' experience in the industry. As an amateur foodie she loves to explore new places in Dallas with her friends and family.
Chris joined our practice in 2022. He graduated from The University of Texas Tech with a B.A. in Economics. Chris enjoys playing golf on Saturdays and watching football on Sundays. He was a Quarterback at a Private School his first year of college before transferring to Texas Tech.
Kendall joined our practice in June of 2019. She earned her B.B.A in Finance from the University of Houston. Kendall has the sweetest little puppy names Cannoli. In her free time, she loves to hang out with friends and family, travel, and listen to live music.
Kristal is a graduate from the University of Houston – Go Coogs! She is a first generation Mexican American. She loves being a boy mom to her son, Roman.
Mallory joined Ameriprise in 2021. She attended and graduated from the University of Texas at Arlington. She is obsessed with music and loves to sing.
Jack joined our practice in 2022 as part of the Asset Management Team. He graduated from Texas A&M University with a B.A. in Business Administration. He has spent the last 3 years working on Department of Defense government contracts. He holds dual citizenships status with England.
John is a graduate of University of Houston, Bauer College of Business. John joined us in December 2021 as the Marketing Director. He is married to his lovely wife Melody & they have a young boy named James and are expecting a new family member in September!
Kristy has 20+ years of experience in marketing and client relationship management. She graduated with a Bachelor of Business Administration in Marketing from the University of Texas at Austin.
Judy has worked with Audree since 2012. She graduated from Oregon State University. Her hobbies include swimming, reading, and gardening. She married her husband, Alex, in1985. We love to call her “momma Judy” because she is always taking care of the team any way she can.
Debbie joined our practice in May of 2021. She is a newlywed and crazy about her hubby! In her free time, she enjoys traveling, playing games, driving fast, and spending time with her family.
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