Our advisors

Shane Sherwood

Shane Sherwood

CRPC®, ChFC®, CKA®

Private Wealth Advisor

Learn more about Shane Sherwood Visit Shane Sherwood's website
Cheyenne Summers

Cheyenne Summers

Associate Financial Advisor

Learn more about Cheyenne Summers Visit Cheyenne Summers's website
Cody Blankenship

Cody Blankenship

Associate Financial Advisor

Learn more about Cody Blankenship Visit Cody Blankenship's website

Our team

Abbe D Weaver

Abbe D Weaver

Client Service Specialist

Qualifications

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

Roles & Responsibilities

  • Client relations
  • Business processing
  • Application preparation
  • Money movement
  • Security trading
  • Abbe has been with Ameriprise since August 2007
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Melody Treadway

Melody Treadway

Financial Planning Assistant

Qualifications

  • B.S. in Legal Studies, Kaplan University

Roles & Responsibilities

  • Manage financial planning process
  • Manage client service process
  • Client relations specialist
  • Review legal documents
  • Event and marketing coordinator
  • Melody has been with Ameriprise since May 2013
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Julie Pritchett

Julie Pritchett

Operations Director

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
  • Practice operations
  • Advertising
  • 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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