Strategic Wealth Advisor Team

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Strategic Wealth Advisor Team A private wealth advisory practice of Ameriprise Financial Services, LLC

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Happy Boss’s Day to the leaders who guide, encourage and help their teams grow. Thankful for Lindsay and Tammie!Great le...
10/16/2026

Happy Boss’s Day to the leaders who guide, encourage and help their teams grow. Thankful for Lindsay and Tammie!

Great leadership shows up in the everyday moments, from offering support and sharing perspective to creating space for others to succeed.

Today, we’re celebrating the people who lead with purpose and make a difference for the teams around them. Happy Boss’s Day!

An HSA can be more than a way to pay for today’s medical expenses. For many families, it can also play a role in longer-...
10/15/2026

An HSA can be more than a way to pay for today’s medical expenses. For many families, it can also play a role in longer-term financial planning.

On HSA Day, we’re highlighting a few reasons Health Savings Accounts are worth understanding: eligible contributions may offer tax advantages, funds can be used for qualified medical expenses, and unused balances can carry forward from year to year.

As health care costs remain an important part of retirement and family planning, understanding how an HSA fits into your broader financial picture can be a useful conversation to have.

Have you reviewed how your HSA fits into your long-term plan?
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We all save for different reasons.Maybe it’s for an emergency fund, a home, education, travel, retirement or something m...
10/12/2026

We all save for different reasons.

Maybe it’s for an emergency fund, a home, education, travel, retirement or something meaningful to your family. The goal may be different, and the way you save can be different too.

On Savings Day, it’s a good reminder that there are a variety of saving options, and the right fit depends on your timeline, priorities and circumstances.
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For us, financial planning is often about more than one person. It’s about families, generations and the decisions that ...
10/08/2026

For us, financial planning is often about more than one person. It’s about families, generations and the decisions that connect them.
On World Financial Planning Day, we’re thinking about the conversations that can shape a family’s financial future, including retirement, education, estate planning, charitable giving and the values people hope to pass along.
Generational planning starts with thoughtful questions. What do you want your family to know, understand and carry forward?

https://bit.ly/479lVgk

To the teachers in Celina and across Texas, thank you for your patience, dedication and the countless ways you encourage...
10/05/2026

To the teachers in Celina and across Texas, thank you for your patience, dedication and the countless ways you encourage the next generation to learn, grow and believe in what’s possible. We’re grateful for the difference you make. Happy Teachers Day!

As if Friday wasn’t already a good enough reason to smile… it’s World Smile Day too! 😊
10/02/2026

As if Friday wasn’t already a good enough reason to smile… it’s World Smile Day too! 😊

The end of Q3 is here! We would love to here from you. Lets make sure you are still on track to reaching your goals. Bo...
09/30/2026

The end of Q3 is here! We would love to here from you. Lets make sure you are still on track to reaching your goals. Book your review with one of our advisors today.

https://bit.ly/4e8xW9t

What you build today can also create a legacy that crosses generations. With the right strategy, you can help meet your ...
09/28/2026

What you build today can also create a legacy that crosses generations. With the right strategy, you can help meet your financial goals and provide for those you care about. Let’s talk about ways that you can create an impact for generations to come.

Well, it's official... fall has arrived! Some people are ready for crisp mornings, cozy sweaters, and pumpkin everything...
09/25/2026

Well, it's official... fall has arrived! Some people are ready for crisp mornings, cozy sweaters, and pumpkin everything. Others are holding on to every last bit of summer sunshine.

Where do you land? Are you team fall or team summer?

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
09/24/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

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Celina, TX

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

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+14698651022

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