General Info

The advisor listed is an Ameriprise financial advisor in Houston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I spend most of my time answering two fundamental questions that most clients have: "Will I make it?", and "Do I have any financial blind spots?" First, I look at everything you are doing financially -and what you want to happen - to see if you are on track to make it. Once I have addressed question one, I move to question two: Do I have any financial blind spots? At this stage, I take a 360 look at you, financially, to determine if there is anything you might have overlooked.