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

Brian Langford, Financial Advisor serving the Richardson, TX area - Ameriprise Advisors

Brian Langford

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Langford Visit Brian Langford's website
Charles C Lee, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Charles C Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles C Lee Visit Charles C Lee's website
Ashley Anderson Smith, Financial Advisor serving the Richardson, TX area - Ameriprise Advisors

Ashley Anderson Smith

Financial Advisor

Learn more about Ashley Anderson Smith Visit Ashley Anderson Smith's website

Our team

Amy Ormsby

Amy Ormsby

Associate Financial Advisor

Lisa Marcheschi

Lisa Marcheschi

Client Service Coordinator

Morgan Kim

Morgan Kim

Marketing Manager

Cathy Grimes

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