Houston, TX Office

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Akash Gupta is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and five years of industry experience. He is also a managing member and CPA owner at Flood, Kallus, Yen & Gupta, PLLC, where he is involved in tax preparation and consulting. Additionally, Gupta is engaged in business ownership through AVM Strategy, Inc., a CPA consulting firm. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm operates as a large institution, delivering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexandra Gwynn is a financial advisor with Ameriprise Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. Her background includes roles at Edward Jones and Ahrens Accounting & Tax Services. She has involvement in non-investment-related real estate ownership. 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 asset allocation guidance.

Navneet Pahal is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of Corporate Compass Inc, a business providing travel-related services to partner and family-owned companies. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Debra Denny is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 license with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Denny serves on the Board of Directors for the Art Colony Association, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a comprehensive approach combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Mark Meier is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL and JSC FCU. He also manages an advisory business through DGW Worldwide LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Richard Brende is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he assists with land development management for Land Tejas Companies, a business founded by his father. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Rowley is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, he has held a position on the Board of Directors for Municipal Utility District #73 in Houston, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kimberly Latimer is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves on the Board of Directors for The Women's Resource of Greater Houston. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Heard is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones Investments for six years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Virginia Nasworthy is a CFP® with 18 years of experience in the financial industry, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of her advisory role, she owns and operates GinnyGetsCrafty, a retail business focused on homemade craft items. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Merrill is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Hartford Investment Financial Services and Hartford Life Distributors. Outside of his advisory work, he is involved in coaching youth softball and flag football teams and serves as a director for local youth sports programs. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets, offering tailored, research-driven recommendations in partnership with financial advisors. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Raymond Hershey is a CFP®-certified financial advisor with eight years of industry experience, currently with Ameriprise Financial Services LLC. He previously worked at Edward Jones for seven years and spent nine years with the Rockwood School District. Outside of advisory work, he serves on the executive board of CMSSL and is the board treasurer for Aim High St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning recommendations focused on income sources and tax-aware withdrawal strategies.

Richard Dvorak is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Illuminate Business Advisors, a consulting business focused on helping financial advisors and businesses improve hiring, training, communication, and processes. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Larry Melton is a CFP® professional with 28 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Melton has past business ownership experience with entities no longer operational and holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team.