Team profile

Personalized advice to help you achieve your goals

Strategic Wealth Advisor Team, located in Celina, Texas, is a dedicated group of financial advisors who focus on wealth management, retirement and estate planning strategies and are committed to helping clients achieve their financial goals.

Areas of focus

  • Domestic Partner Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Investments

Awards & recognition

  • Strategic Wealth Advisor Team, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Tammie Dunn Walker, Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Strategic Wealth Advisor Team, Ameriprise Client Experience Award, 2023
  • Tammie Dunn Walker, Forbes Top Women Wealth Advisors, 2021
  • Tammie Dunn Walker, Working Mother Top Wealth Advisor Moms, 2020-2021
  • Tammie Dunn Walker, Ameriprise Circle of Success Diamond Ring, 2010
  • Tammie Dunn Walker, Ameriprise Circle of Success, 2019-2022
  • Lindsay Jones, Five Star Wealth Manager, 2014-2016, 2018-2019, 2022-2024
  • Tammie Dunn Walker, Five Star Wealth Manager, 2012-2024

Community participation

We are proud to support Resource Center!
We are proud to support Resource Center!
  • The Family Place
  • Executive Women International
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.
  • Prosper Chamber of Commerce
  • Prosper Ladies Association
  • Celina Chamber of Commerce
  • Resource Center

Honored to be recognized in Forbes

All of us at Strategic Wealth Advisor Team are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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