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

  • Charles Jones, Barron’s Top 1,200 Financial Advisors, 2022-2025
  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • 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

Houston & Dallas Team Communities

- Airborne Angel Cadets of Texas

- Susan G. Komen Race for the Cure

- Alzheimer's Association Walk to End Alzheimer's®

- St. Jude's Research Hospital - Walk/Run to End Childhood Cancer

- Feeding America (Houston Food Bank & North Texas Food Bank)

- Leukemia & Lymphoma Society

- Little Ones Ministries

- Red Cross Disaster Relief Volunteer

- Ronald McDonald House of Dallas

- Meals On Wheels America

Our photos

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