Houston, TX Bering Dr Office

Aaron Trevino is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, he serves on the board of directors for Bellaire Little League as Tee Ball/Rookie Ball Coordinator and is co-owner of Eastbury Company, LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sharon Ward is a financial advisor at Ameriprise with 47 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 who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Landry is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2019. Outside of his advisory role, he owns a business brokerage, Di11, LLC, and is involved in independent insurance brokering focused on universal life insurance. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Michael Garofalo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise since 2016 and is the founder and owner of Garofalo Financial Services LLC, a non-investment-related business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income stability and tax-aware withdrawal strategies.