Audree L. Begay, CFP® Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner

An Ameriprise Financial Advisor since 1999. Her accomplishments include:

• 2014 earned the company’s Diamond Ring Club• Top 25 advisor with Ameriprise Financial• Barron’s Top 100 Women Financial Advisors : 2012, 2013• Ameriprise Client Satisfaction Survey Score: 94, 2013• Ameriprise Circle of Success: 2001 - 2013• Five Star Wealth Manager Award: 2013, 2014• Barron’s Top 1,000 Advisors, State by State Listing: 2009

Cecilia Garcia, CFP® Associate Financial AdvisorCERTIFIED FINANCIAL PLANNER™ practitioner

Education• Johnson & Wales University, Denver, CO B.S. Bachelor of Science, 2004, International Business

Experience• 2013 to present, Associate Financial Advisor, Begay & Associates, Houston, TX• 2005 - 2013, Ameriprise Financial, The Woodlands, TX

The Team

Don L. WolfFinancial Planning Analyst I manage the financial planning service process. My role includes working with clients and advisors to collect complete data about your current financial situation, analyze the data as it relates to goal achievement, and assist advisors in developing a personalized financial plan.

Chase R. FloydTrading Paraplanner Manager I work closely with Nik Reed, our Paraplanner, supervising the trades and sales transactions for our practice. A big part of my role is managing the SPS Advisor platform and assisting our advisors with research.

Judith GuarientoClient Concierge I help client feel at home when they arrive at our office. I also prepare all client communications, assist with event and marketing coordinating.

Mary Jo Lyons, CFP®Client Service Manager  I am responsible for client scheduling, transaction requests, client follow-up and financial plan review process for both Audree and Cecilia, along with other day-to-day management of the office.

The Team

Jade EchazarretaPortfolio Analyst My role includes, but it is not limited to, reviewing your portfolio and creating reports so that Audree and Cecilia can better analyze the progress of your portfolio.

Nikolas ReedTrading Paraplanner I work closely with Chase, with day to day trades and business processing for our practice. I also help our advisors with account history research as needed.

Sylvia RamosOperations Manager I work closely with Audree and Cecilia, our advisors, with day to day operations of the practice. I’ve had the pleasure of working with Audree for the past 10 years. My goal is to lead our Team to provide outstanding experience for our clients.

Aiki AltmetsClient Service Manager  My role is to help clients find solutions to questions or issues as quickly as possible, both proactively and reactively. On an ongoing basis, I am responsible for all necessary follow-ups subsequent to client meetings and I am always happy to assist clients when they call or visit..

Thank you for your business!