Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Plan Distribution
  • Small Business
  • Family Finances
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Charitable Giving

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Charles Jones, Barron’s Top 1,200 Financial Advisors, 2022-2025
  • Charles Jones, Forbes Best-in-State Wealth Advisors, 2022-2025
  • Cecilia Garcia, Forbes Best-in-State Wealth Advisors, 2021-2024
  • Cecilia Garcia, Forbes Best-in-State Women Wealth Advisors, 2022-2025
  • Alex Swisher, Forbes Best-in-State Next-Generation Wealth Advisors, 2025
  • Luminate, Houston Business Journal Best Places to Work, 2022-2024
  • Lindsey Caminiti, Five Star Wealth Manager, 2024-2025
  • Mark Cannon, Five Star Wealth Manager, 2012-2022
  • Charles Jones, Five Star Wealth Manager, 2012-2019
  • Cecilia Garcia, Forbes Top Women Wealth Advisors, 2020
  • Luminate, Ameriprise Client Experience Award, 2020
  • Charles Jones, Ameriprise Circle of Success, 2010-2021

Community participation

Our team volunteering at Feed My Starving Children, Dallas
Our team volunteering at Feed My Starving Children, Dallas

Houston & Dallas Team Communities

  • Airborne Angel Cadets of Texas
  • Alzheimer's Association Walk to End Alzheimer's®
  • Feed My Starving Children
  • Feeding America (Houston Food Bank & North Texas Food Bank)
  • Kids' Meals
  • Leukemia & Lymphoma Society
  • Little Ones Ministries
  • Meals On Wheels America
  • Red Cross Disaster Relief Volunteer
  • Ronald McDonald House of Dallas
  • St. Jude's Research Hospital - Walk/Run to End Childhood Cancer
  • Susan G. Komen Race for the Cure

Honored to be recognized in Barron’s

Congratulations, Charles Jones, for being included on the 2025 Barron’s Top 1,200 Financial Advisors list. All of us at Luminate are proud of this tremendous recognition, as it reflects our shared commitment of providing our clients with advice and support they can count on. A sincere thank you to our clients for your continued trust and to Barron’s for the recognition.

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