Our financial advice team

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.

Brittany joined our practice in September 2022 and brings 10 years of Ameriprise experience, currently focusing on leading the Client Service team. She enjoys spending time with family and friends, and loves to travel.

Christy joined our practice in February 2023 and brings 15 years of Ameriprise experience in operations, administrative and executive support. She’s passionate about helping others. When out of the office, she enjoys bike rides and impromptu weekend road trips.

Chris joined our practice in 2016. He has been with Ameriprise Financial for over 10 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.

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.

Sammy joined our practice in 2023. He graduated from the University of North Texas with a B.A. in Finance. Sammy enjoys market research, working out, grilling out, and watching sports in his free time. While attending University of North Texas, Sammy was involved in the Student Investment Group (SIG).

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.

Shauna joined our practice in 2023, where she began as a Marketing Intern, and then furthered her career as our Marketing Specialist. She graduated from The University of Texas at Dallas with a BSc in Global Business and Marketing in Fall 2023. She enjoys spending vacation with her friends and family back home in Trinidad and Tobago.

Brianna joined our team in June 2024 and brings 3 years of Ameriprise experience. She graduated from the University of Texas at Austin with a B.A. in Economics. Outside of the office, Brianna enjoys cooking and spending time at the lakewith her family, friends, and dog.

Kristal joined our team in September 2018 and brings over 12 years of Ameriprise experience. She also attended the University of Houston, where she obtained her BBA in Financial Planning and Services.

Courtney joined our practice in June 2024 with over 5 years of industry experience. A native Houstonian, she graduated from Texas A&M University with a B.S. in Business. Outside of work, she enjoys traveling, photography, trying new coffee shops and restaurants, and spending time with family and friends.

Samantha joined our practice in March 2025. She graduated from Stephen F. Austin State University with a B.B.A in Accounting and Finance with a concentration in financial planning. Samantha enjoys working out, spending time with friends and family, and exploring the city of Dallas in her free time.

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.

Heidi 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.

Brooke joined the practice in March 2023, and started with Ameriprise in November 2021. She attended Texas A&M University where she earned her B.S. in Poultry Science and Minor in Economics.

JR joined Luminate in January 2023. He has 5+ years of insurance industry experience and plays as much golf as he can during the "short" Summer in Minnesota.

Jade has worked with Audree since 2012 and studied at San Jacinto College. She brings over 10 years of Operations experience, which she uses to coordinate and lead our client service team in excellence to meet client’s needs.

Bryce joined our practice in January 2024. He graduated from Texas Tech University where he earned his B.S. in Personal Financial Planning. Bryce is an avid sports fan and loves to watch Premier League soccer whenever he can.

Jordan graduated from Missouri State University with a B.S.in Economics. In his free time, he enjoys playing golf and watching football with friends on weekends. During the week, he enjoys working out and learning the guitar.

Rachel joined Luminate in 2023 and graduated from Thomas Edison State University with her bachelor's in communication studies. She loves to spend time with her family, eat clean, and study ancient Jewish culture.

Jennifer joined Luminate in 2024, serving as an Executive Assistant. In 2016, she received her Bachelor of Science in Psychology from Christopher Newport University. In Fall 2024, she will begin pursuing her Masters in Personal Financial Planning. During her free time, Jennifer enjoys spending time outdoors with her fiance Brian, and her puppy.

Lynne has worked with Ameriprise Financial since 2006, where she serves as client service support to the advisors. She gained her BBA in Finance from University of Texas at Austin, and her MBA from Baylor University.

Joan has more than 40 years' experience in the financial services industry.

Sophie graduated from Arizona State University with a B.A. in Film and Media Production. Her professional experience includes roles in sales, digital marketing, and hospitality. Sophie was born in London, UK and have lived in Houston, Los Angeles, Phoenix, and Dallas.