Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Awards & recognition

  • ROWLEY, HOFFMAN & ASSOCIATES, Ameriprise Client Experience Award, 2022

Community participation

YMCA of Greater Houston

Langham Creek High School Booster Club

Proud Sponsor of the Houston Cattle Baron's Ball benefiting the American Cancer Society .

Proud Supporter of the Miracle League of Houston benefiting children, young adults and adults alike with special needs that deserve the chance to play baseball.