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



Our advisors

Advisor photo for Shane Sherwood

Shane Sherwood

CFP®, CRPC, ChFC®, CKA®

Private Wealth Advisor

Learn more about Shane Sherwood
Advisor photo for Cheyenne Summers

Cheyenne Summers

CFP®

Associate Financial Advisor

Learn more about Cheyenne Summers
Advisor photo for Cody Blankenship

Cody Blankenship

APMA

Associate Financial Advisor

Learn more about Cody Blankenship


Our team

Abbe D Weaver

Abbe D Weaver

Client Service Manager

Qualifications

  • Series 7, 63, and 65 Licensed
  • TX Life & Health Insurance Licensed
  • TX Notary Public

Roles & Responsibilities

  • Client relations
  • Business processing
  • Money movement
  • Security trading
  • Manage financial planning process
  • Abbe has been with Ameriprise since August 2007
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Kelly Tanner

Kelly Tanner

Client Service Coordinator

Roles & Responsibilities

  • Kelly has been with Ameriprise since March 2022
  • Manage financial planning process
  • Money Movement
  • Business Processing
  • Client Relations
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Julie Pritchett

Julie Pritchett

Operations Manager

Qualifications

  • Series 7 and 63 Licensed
  • TX Life & Health Insurance Licensed
  • B.B.A in Management, University of Texas at Tyler

Roles & Responsibilities

  • Assists with group 401(k) plans
  • Human resources
  • Practice operations
  • Julie has been with Ameriprise since March 2003
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Veronica Carnes

Veronica Carnes

Administrative Assistant

Qualifications

  • TX Notary Public

Roles & Responsibilities

  • Client relations scheduling
  • Meeting preparation
  • Mail handling
  • Check processing
  • Veronica has been with Ameriprise since January 2014
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