Houston, TX 5151 San Felipe St Office

Christene Barratt is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She has been with Ameriprise since 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Jeffrey Chen is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years from 2006 to 2020. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored advice.

David Hoffman is a financial advisor at Ameriprise with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Citigroup and Invesco. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted retirement income recommendations.

Roger Holland is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill Lynch. He is currently based in Brazoria, TX. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Amber Williams is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 25 years with Amarillo ISD. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Megan Arevalo is a financial advisor at Ameriprise with 16 years of industry experience and holds the Series 66 designation. She has been with Ameriprise and its affiliate since 2011. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Moises Cruz is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, Fidelity, Charles Schwab, Wells Fargo, and BBVA Compass. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research, third-party data, and algorithmic tools to provide tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Kalyani Sanghavi is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Mitchell Jacobs is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Charles Holcombe is a CFP®-certified financial advisor with 26 years of industry experience, currently with Ameriprise Financial Services in Houston, TX. His prior experience includes roles at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Ashlee Reiszner is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones for six years and has experience in construction. Outside of her advisory role, she operates an ecommerce business selling products on Amazon and works as a delivery driver. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Connor Davis is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with two years of industry experience. His background includes roles at Ameriprise since 2023 as well as prior positions at GTC Amenities and Nutrishop USA. He has also worked in education at the University of Houston and Kingwood High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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.

Jessica Redman is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2016 and previously at MetLife from 2011 to 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.