Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

William Burmeier

CFP®, APMA

Financial Advisor

Learn more about William Burmeier Visit William Burmeier's website

David Medick

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Medick Visit David Medick's website

Todd J Bloom

CFP®

Private Wealth Advisor

Learn more about Todd J Bloom Visit Todd J Bloom's website

Gary Grahnquist

MBA, CRPC

Financial Advisor

Learn more about Gary Grahnquist Visit Gary Grahnquist's website

Mary Pepkin

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mary Pepkin Visit Mary Pepkin's website

Paul Richardson

APMA

Financial Advisor

Learn more about Paul Richardson Visit Paul Richardson's website


Our team

Joy Brown

Joy Brown

Paraplanner

Qualifications

  • I hold Series 7, Series 63, Texas Insurance and Variable Annuities licenses.

  • I graduated from Baylor University with a BBA in Finance.

  • I have worked with the company since 1991 and have been part of this team since 1993.

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Hannah Ray

Hannah Ray

Financial Planning Assistant

Josie Bloom

Josie Bloom

Administrative Assistant

Personal Intro

I graduated in 2021 from Abilene Christian University with a major in Kinesiology. I became Todd's daughter in law when his son, John, and I married in 2023 and am happy to be part of Todd's team here at Ameriprise.

Qualifications

Roles & Responsibilities

  • I can help with Scheduling for Todd Bloom and with answering basic questions about your investments.
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Judy Ross

Judy Ross

Client Service Coordinator

Atulya Kotnala

Atulya Kotnala

Client Service Specialist