Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Deborah Federick, Private Wealth Advisor serving the Frisco, TX area - Ameriprise Advisors

Deborah Federick

BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Deborah Federick Visit Deborah Federick's website
Travis Federick, Financial Advisor serving the Frisco, TX area - Ameriprise Advisors

Travis Federick

CRPC, CDFA®, APMA

Financial Advisor

Managing Director of Milestone Partners
Learn more about Travis Federick Visit Travis Federick's website
Landon Freeman, Financial Advisor serving the Frisco, TX area - Ameriprise Advisors

Landon Freeman

BFA, APMA

Financial Advisor

Learn more about Landon Freeman Visit Landon Freeman's website


Our team

Lori Tegtmeyer

Lori Tegtmeyer

Paraplanner

Roles & Responsibilities

  • for the practice of Deborah Federick
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Jennifer Keltner

Jennifer Keltner

Operations Manager

Roles & Responsibilities

  • for the practice of Deborah Federick
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Joanna Holden

Joanna Holden

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Emily Crawley

Emily Crawley

Client Service Specialist