Strategic Wealth Advisor Team

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 39 reviews
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Forbes Best-in-State Wealth Management Teams, 2024

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • How we work

    We provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Welcome to Strategic Wealth Advisor Team website!

As your dedicated financial advisors in Celina, Texas, we blend professionalism with a touch of fun to make financial planning an enjoyable journey. Our team is committed to providing you with personalized advice and innovative solutions to meet your financial goals. Let’s embark on this journey together, creating a future where your financial dreams can become a reality. Thank you for choosing us as your partners in wealth management.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.