Luminate

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Charles Jones, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Charles Jones

CRPC, APMA

Private Wealth Advisor

Managing Partner of Luminate
Visit Charles Jones's website
Mark Cannon, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Mark Cannon

CFP®, CRPC

Private Wealth Advisor

Managing Partner of Luminate
Visit Mark Cannon's website
Audree Begay, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Audree Begay

CFP®

Private Wealth Advisor

Managing Partner of Luminate
Visit Audree Begay's website
Cecilia Garcia, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Cecilia Garcia

CFP®

Private Wealth Advisor

Managing Partner of Luminate
Visit Cecilia Garcia's website
Dale R Scofield, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Dale R Scofield

ChFC®, CLU®, APMA, CRPC

Financial Advisor

Managing Partner of Luminate
Visit Dale R Scofield's website
Lindsey Caminiti, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Lindsey Caminiti

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lindsey Caminiti's website
Steven Kalmus, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Steven Kalmus

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Kalmus's website
Joan Nye, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Joan Nye

MBA, CRPC, APMA

Financial Advisor

Visit Joan Nye's website
Alex Swisher, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Alex Swisher

Financial Advisor

Visit Alex Swisher's website
B.J. Seastone, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

B.J. Seastone

CLTC®, APMA

Financial Advisor

Insurance Specialist
Visit B.J. Seastone's website
Peter A Samuelson, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Peter A Samuelson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Peter A Samuelson's website

Team

Christopher D. Cannon

Christopher D. Cannon

Operations Director

Personal Intro

Chris joined our practice in 2016. He has been with Ameriprise Financial for over 10 Years and previously served in various leadership positions with Ameriprise in the Houston area. In 2014 he was awarded the Region Operations Person of the Year, the highest award given to an Operations team member at Ameriprise. Chris attended the University of Houston.

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Sylvia Ramos

Sylvia Ramos

Operations Director

Personal Intro

Sylvia has worked with Audree since 2004. She was born and raised in Houston, Texas, where she then earned her B.B.A degree in International Business at the University of Houston. She is a huge animal & music lover.

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Jade Echazarreta

Jade Echazarreta

Operations Manager

Personal Intro

Jade has worked with Audree since 2012 and studied at San Jacinto College. She brings over 10 years of Operations experience, which she uses to coordinate and lead our client service team in excellence to meet client’s needs.

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Walker England

Walker England

Investment Manager

Personal Intro

Walker joined our practice in 2021 as our Director of Asset Management. Walker brings over 15 years of market experience focusing on asset analytics, research, and risk management. He graduated from Texas State University with a B.B.A in Finance & Economics. When he is not watching markets, Walker enjoys participating in outdoor activities with his son Raylan and wife Mindy.

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Shelly Aguirre

Shelly Aguirre

Financial Planning Specialist

Personal Intro

Shelley joined our practice in 2022 as our Senior Analyst. She began her career as a financial advisor with American Express Financial who later became Ameriprise Financial. She has over 17 years’ experience in the industry. She graduated from Texas A&M University with a B.A. in Finance.

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Sidney Avila

Sidney Avila

Financial Planning Analyst

Personal Intro

Sidney joined our practice in 2020. She brings 2 years’ experience in wealth management. She graduated from Texas A&M University with a B.B.A. in Finance. Sidney’s grandparents were one of the original 12 founding families of Hilmar Cheese. She is a 3rd generation cheese maker.

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Ashley Freitag

Ashley Freitag

Paraplanner

Personal Intro

Ashley joined our practice in February of 2018 as our trading ninja and comedy queen. She enjoys reading, arts & crafts, games, music, and family time.

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Kimberly Schmidt

Kimberly Schmidt

Business Development Manager

Personal Intro

Kimberly joined our practice in March of 2016. She has over 28 years of experience of Bookkeeping experience. Kimberly also has over 16 years of Human Resource Experience. Kim has volunteered for the Houston Livestock Show & Rodeo for the past 17 years.

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Heidi A. Brown

Heidi A. Brown

Executive Assistant

Personal Intro

Heidi has 11 years of experience supporting advisors and practice management. She also has over 20+ Years executive administration experience. She attended Midwestern State University, and in her spare time she is an avid basil planter and pesto maker.

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Kylar Gee

Kylar Gee

Client Relationship Manager

Personal Intro

Kylar joined our practice in 2020. He has 2 years’ experience and before joining the team, Kylar worked within multiple Ameriprise practices. He graduated from The University of Oklahoma with a B.A. in Business Marketing. Kylar and Patrick Mahomes have been friends since childhood. Go Chiefs!

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Jade Seastone

Jade Seastone

Client Service Specialist

Personal Intro

Jade joined our practice in 2022. She focuses on insurance and has 3 three years' experience in the industry. As an amateur foodie she loves to explore new places in Dallas with her friends and family.

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Chris Campbell

Chris Campbell

Client Service Specialist

Personal Intro

Chris joined our practice in 2022. He graduated from The University of Texas Tech with a B.A. in Economics. Chris enjoys playing golf on Saturdays and watching football on Sundays. He was a Quarterback at a Private School his first year of college before transferring to Texas Tech.

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Kendall Isola

Kendall Isola

Client Service Specialist

Personal Intro

Kendall joined our practice in June of 2019. She earned her B.B.A in Finance from the University of Houston. Kendall has the sweetest little puppy named Cannoli. In her free time, she loves to hang out with friends and family, travel, and listen to live music.

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Mallory Crounse

Mallory Crounse

Client Service Specialist

Personal Intro

Mallory joined Ameriprise in 2021. She attended and graduated from the University of Texas at Arlington. She is obsessed with music and loves to sing.

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Jack McGeary

Jack McGeary

Client Service Specialist

Personal Intro

Jack joined our practice in 2022 as part of the Asset Management Team. He graduated from Texas A&M University with a B.A. in Business Administration. He has spent the last 3 years working on Department of Defense government contracts. He holds dual citizenships status with England.

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Rob Pulliam

Rob Pulliam

Client Service Specialist

Personal Intro

Rob joined our practice in May 2022. He brings 7 years of experience in various financial fields, including accounting, mortgage lending and personal credit. If not talking numbers, you’ll find him at the piano or on the golf course.

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Kristy Ladner

Kristy Ladner

Marketing Specialist

Personal Intro

Kristy has 20+ years of experience in marketing and client relationship management. She graduated with a Bachelor of Business Administration in Marketing from the University of Texas at Austin.

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Judy Guariento

Judy Guariento

Client Concierge

Personal Intro

Judy has worked with Audree since 2012. She graduated from Oregon State University. Her hobbies include swimming, reading, and gardening. She married her husband, Alex, in 1985. We love to call her “Momma Judy” because she is always taking care of the team any way she can.

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Shelby Wisdom

Shelby Wisdom

Intern

Personal Intro

Shelby joined our practice in May 2022. She brings 3 years of experience in Social Media Strategy. She is a junior studying to earn her BS in Business Administration, Management at Western Governors University.

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