03/26/2026
Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.
CFO Wealth Management
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A private wealth advisory practice of Ameriprise Financial Services, LLC
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03/26/2026
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
Market volatility can often be uncomfortable. To help provide some perspective on today's market activity, read today’s After the Close from .
03/19/2026
Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.
03/18/2026
Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.
03/12/2026
How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.
Stock markets can be unpredictable in the short term. See what has to say about today’s activity.
03/05/2026
Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.
02/19/2026
The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact me to learn more.
02/18/2026
Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.
02/05/2026
Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.
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Houston, TX
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| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4pm |