A private wealth advisory practice of Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
06/02/2026
Most people don't spend decades building wealth simply to accumulate more wealth. They do it to create opportunities, support family, and make life a little easier for the people they care about most.
Those conversations are often some of the most meaningful ones we have: https://bit.ly/4aqdkHU
Here’s a brief message from our associate financial advisor, Kyndal, summarizing a notable week in the markets.
ACMR8953335
05/28/2026
Our team had a wonderful time volunteering at Kids' Meals last week! Together we were able to pack 6,040 lunches for hungry pre-school aged children in the Houston area! We're so glad we were able to take the time to do good in the community, a huge thank you to everyone who came out to join us!
05/27/2026
Most people think about taxes when it’s already too late.
Bonuses, gains, and income decisions shape outcomes long before filing. By the time most people look at it, the window to adjust has already closed. With Tax Day behind us, now is the right time to think about how those decisions will land next year.
Read the full article: https://bit.ly/4tYNCBc
05/25/2026
Happy Memorial Day! Our office is closed today and will reopen on Tuesday, May 26th. As we enjoy the holiday weekend, we pause to pay tribute to and express our gratitude for all those who have made the ultimate sacrifice in service to our country. We wish you a safe and meaningful Memorial Day.
Here’s a brief message from our associate financial advisor, Kyndal, summarizing a notable week in the markets.
ACMR8943698
05/21/2026
Most people file their return and don't think about taxes again until next April. But the weeks right after Tax Day are one of the best times to plan. The numbers are fresh, the decisions that shaped this year's outcome are clear, and there's a full year ahead to approach them differently.
Explore the Proactive Tax Planning Guide: https://bit.ly/4nKakeX
Here’s a brief message from our associate financial advisor, Kyndal, summarizing a notable week in the markets.
ACMR8931879
At our recent Shell Reunion, we brought together a group of professionals navigating similar paths, similar decisions, and a level of complexity that doesn’t always get addressed the way it should. When that happens in one place, the conversations change and so does the way people think about what’s next.
If you were there, you felt it. If not, we hope this gives you a glimpse into what’s taking shape.
It’s the same approach we’re continuing to build for professionals navigating complex and evolving paths across a range of industries.
ACMR8922007
05/13/2026
On May 22nd, a few members of our team will be volunteering at Happy Faces Pet Ranch, and we’d love for you to come along. It’s a wonderful opportunity to give back, spend time together, and support an organization doing special work in our community.
There is no cost or obligation to attend. Please register on our website to let us know you are coming!
https://bit.ly/4u3PERr
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |