We provide holistic advice and personal and proactive communication to help clients simplify their finances so they can feel confident about achieving their goals.


Our advisors

Richard Brent Dvorak

CFP®, CLU®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard Brent Dvorak Visit Richard Brent Dvorak's website

Adam John Badeaux

CFP®, APMA

Associate Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Adam John Badeaux Visit Adam John Badeaux's website

Charlie Cole

CFP®, CEPA®

Registered Practice Associate

Certified Exit Planning Advisor®
Learn more about Charlie Cole Visit Charlie Cole's website

Dana Bives

APMA

Financial Advisor

Associate Vice President
Learn more about Dana Bives Visit Dana Bives's website


Our team

Tammy Dow

Tammy Dow

Client Service Associate,

Marketing Specialist

Personal Intro

Tammy joined Ameriprise in March of 2018. Graduated Magna Cum Laude from the Texas School of Business in 2015. Previous to transitioning to Discovery Point Wealth Advisors, she supported the Clear Lake Branch office.

Roles & Responsibilities

  • Client Relations, Account Service, Calendar Management, Client Calls, Meeting Preparation, Virtual Meeting Set Up
  • Marketing, Advertising, Media Relations, Charitable Outreach and Social Media Networking
  • Event Management, Coordinates Client-Appreciation, Virtual and Bring-A-Friend Events
  • Texas Notary Public (Mon-Wed 8:00AM-4:00PM)
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