Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Craig Hoffman, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Craig Hoffman

CFP®

Private Wealth Advisor

Managing Director
Learn more about Craig Hoffman Visit Craig Hoffman's website
Chris Rowley, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Chris Rowley

CFP®

Financial Advisor

Managing Director
Learn more about Chris Rowley Visit Chris Rowley's website
Greg Sparrow, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Greg Sparrow

Financial Advisor

Associate Vice President
Learn more about Greg Sparrow Visit Greg Sparrow's website

Our team

Megan Dougherty Arevalo

Megan Dougherty Arevalo

Registered Client Service Associate

Personal Intro

Bachelor of Arts, Finance, Texas State University, San Marcos, Texas

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Lyndsey Kersh

Lyndsey Kersh

Client Service Associate

Personal Intro

Bachelor of Science, Texas Tech University, Lubbock, Texas

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