Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Aisiri Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Jennifer Ibarguen, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Aisiri Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Jennifer Ibarguen, Forbes Top Women Wealth Advisors, 2020, 2021
  • Jennifer Ibarguen, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Jennifer Ibarguen, Forbes Best-in-State Wealth Advisors, 2022 - 2023
  • Jennifer Ibarguen, Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Jennifer Ibarguen, Five Star Wealth Manager, 2014-2022
  • Jennifer Ibarguen, Working Mother Top Wealth Advisor Moms, 2019, 2020, 2021
  • Jeffery Malcolm Davis, Ameriprise Circle of Success, 2021

Community participation

Sponsor of:

Leukemia and Lymphoma Society

American Heart Association

Alzheimer's Association

Susan G. Komen Foundation

Frisco Arts

Honored to be recognized in Forbes

I’m excited to share that Aisiri Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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