Edelman Financial Engines

SecurityNational Mortgage is a top 50 mortgage lender located in Austin, TX. Established in 1993, SNMC has been dedicated to servicing residential mortgage loans, including FHA loans, VA Loans, Conventional Loans, Construction Loans, First-Time Homebuyer programs, Down-Payment Assistance, and more.

Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help invest wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Austin, TX area, Dana Bives will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.