Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Marcontell is a CFP® and ChFC® with 27 years of experience in financial advising. She has worked at Edward Jones for 23 years before joining Ameriprise in 2022. In addition to her advisory role, she serves on the board of the Lee College Foundation and is a trustee for Faith Family Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides a written Recommendation Report and ongoing tax-aware withdrawal planning aimed at clients approaching or in retirement.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Vadim Clanet is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Global Financial Impact, American Income Life, and several educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves collaborative, non-discretionary implementation and emphasizes tax-aware withdrawal strategies alongside proprietary investment research.

Lawson Cavarretta is a financial advisor at Ameriprise in Mont Belvieu, Texas, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barbers Hill Independent School District and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kirsten Price is a CFP® and Series 63 licensed advisor with Ameriprise in Mont Belvieu, TX. She has been in the financial industry since 2016, previously working with Womack & Associates, LLC and Frontier Wealth Management LLC, with intermittent periods as a homemaker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Abby Walker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior work experience at Sanel LLC, Classic Forms and Products, Edward Jones, and Lamar University’s Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.