Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

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

Awards & recognition

  • ROWLEY, HOFFMAN & ASSOCIATES, Ameriprise Client Experience Award, 2022-2023

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.

Our photos

4 albums
close