Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Blake Harris, Complex Director serving the Dallas, TX area - Ameriprise Advisors

Blake Harris

CFP®

Complex Director

Vice President
Visit Blake Harris's website
Michael DeGroat, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Michael DeGroat

APMA®, CRPC®

Financial Advisor

Associate Vice President
Visit Michael DeGroat's website
Aubrey L Nestman, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Aubrey L Nestman

CRPC®

Financial Advisor

Business Financial Advisor
Visit Aubrey L Nestman's website
Richard A Ibarra, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Richard A Ibarra

CFP®, CRPC®

Financial Advisor

Associate Vice President
Visit Richard A Ibarra's website
Joe A Scott, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Joe A Scott

APMA®

Financial Advisor

Associate Vice President
Visit Joe A Scott's website
Keri Lai, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Keri Lai

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Keri Lai's website
Carol Harper, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Carol Harper

CRPC®, RICP®

Private Wealth Advisor

Managing Director
Visit Carol Harper's website
Andy Raub, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Andy Raub

Financial Advisor

Managing Director
Visit Andy Raub's website
Laura Enwere, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Laura Enwere

CFP®, CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Laura Enwere's website
Heather A Smith, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Heather A Smith

CFP®, APMA®, CRPC®

Financial Advisor

Visit Heather A Smith's website
Bill Steele, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Bill Steele

Financial Advisor

Vice President
Visit Bill Steele's website
Andee Sloot, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Andee Sloot

CFP®

Financial Advisor

Visit Andee Sloot's website
Aaron J Vilfordi, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Aaron J Vilfordi

Financial Advisor

Visit Aaron J Vilfordi's website
George Vilfordi, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

George Vilfordi

Financial Advisor

Visit George Vilfordi's website
Alex Vilfordi, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Alex Vilfordi

Financial Advisor

Visit Alex Vilfordi's website
Adam Vilfordi, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Adam Vilfordi

Financial Advisor

Visit Adam Vilfordi's website

Team

Cheryle Hale

Cheryle Hale

Registered Operations Leader,

Practice Manager

Qualifications

  • Series 7, 63 and 65 Licenses
  • Texas General Lines Insurance License
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Kim Parker

Kim Parker

Client Service Associate,

Practice Manager
Steve McWilliams

Steve McWilliams

Client Service Associate

Denise Day

Denise Day

Client Service Associate