R. Jeffrey Judah, CFP with Ameriprise Financial Services, LLC.

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Private credit risks: What investors need to know Investor anxiety surrounding the private debt market is heightened.

Happy Labor Day!

Today we celebrate the hard work, dedication, and contributions of workers across our community.

Football season is here! Who else is ready for weekends filled with tailgates, rivalries, and cheering on your favorite team? Tell us who you'll be rooting for this season!

We’ve always believed that the best financial advice happens face-to-face. If you’re near our office in Houston, we'd love for you to stop by. The coffee is always on, and we’re here to help you get a clear look at what 2026 has in store for your family.

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Hello, weekend! Whether you’re unwinding at the shooting range, spending time with family, or catching up on that summer reading list, here’s to enjoying what you’ve worked hard to build.

I may be the one standing in the photo, but there are a lot of people behind this recognition.

My clients have supported me throughout my career, trusted me with their financial lives, and introduced me to friends, family members, and colleagues who they felt could benefit from working with our team.

Those introductions mean more than you may realize. A referral is not simply a new opportunity. It is a reflection of the trust someone has placed in you.

To everyone who has supported me over the years, thank you. I am incredibly grateful, and I look forward to continuing the work that brought us here.

Both a will and a trust help transfer your estate to your heirs, but there’s one big difference: Only a trust can help your loved ones avoid the time and expense of probate court.

Will vs. Trust: Which Is Right for You? A will takes effect upon death but trusts can be used both during the lives and after the deaths of the grantor, or creator.

Equity compensation, multiple retirement accounts, real estate, business interests, taxes and family responsibilities can create a financial life that is difficult to evaluate one decision at a time.

At that stage, the value of planning is not found in adding another account or chasing another idea. It is found in creating greater coordination.
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Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and if it’s right for you.

Is long-term care insurance right for you? Find out how long-term care insurance works and if it’s the right solution for you.

Today we're celebrating Lynn's 3-year work anniversary! We appreciate your hard work and look forward to celebrating many more milestones together.