Who We Are

Jon Fletcher is a 28-year financial services veteran with experience at Fidelity (1993-2003), Merrill Lynch (2003-2009), and Ameriprise (2009-2013). He attended Baylor University and graduated from Texas Wesleyan University with...

Jennifer Esteves has a Business Economics degree from the University of Texas at Austin and over 10 years of experience in the fields of financial services, management, and bookkeeping. She is blessed with a 18 year marriage to her...

Carl has over 15 years experience in the financial services industry and has earned the elite CERTIFIED FINANCIAL PLANNER® (CFP®) designation.  His many years of job experience include time at Ameriprise Financial...