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Athena McGuire

MBA, CRPC®, AAMS®
Franchise Field Vice President

Athena McGuire
8045 Leesburg Pike, Suite 500 Vienna, VA 22182

My territory

Washington DC, Northern Virginia, Maryland and Delawar

How I work to support your success

I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.

My team and I will work with you to:

  • Operate with independence, knowing that support is available as needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs
  • Understand how to effectively operate as a CEO of your practice
  • Share best practices and provide coaching to help you achieve success

Career highlights

  • Ameriprise Outstanding Leader Award 2014 and 2017
  • Recipient of the First Year Top Achiever, Mercury Award and 5 Outstanding Advisor Awards
  • Participant in the first Women's Leadership Academy

Other interests

  • Traveling and enjoying all things outdoors with my husband
  • Equestrian - competing in dressage
  • Practitioner of Ashtanga yoga and mindfulness
  • Mentor in the BBBS Mentor2.0 Program

Local leadership team
  • Headshot of Jason Hawn

    Jason Hawn

    Recruiting Director
    Responsibilities

    Jason is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

  • Headshot of Gavin McCormick

    Gavin McCormick, CFP®

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    Gavin works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Gavin is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • Headshot of Debi Biekkola

    Debi Biekkola

    Regional Sales Director
    Responsibilities

    Debi specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.

  • Headshot of Sean Lawson

    Sean Lawson

    Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Sean coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Sean will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

  • Headshot of Chelsea Cain

    Chelsea Cain

    Senior Territory Coordinator
    Responsibilities

    Chelsea provides administrative and operational support, and also coordinates meetings, training and seminars. Chelsea is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

  • Headshot of Anita Karnatz

    Anita Karnatz, CRPC®

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

    For advisors interested in growing their financial planning business, Anita works with advisors to create a systematic process for their practice. Anita helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.

  • Headshot of Brandon Bardal

    Brandon Bardal

    Support Regional Financial Advice Sales Consultant
    Responsibilities

    For advisors interested in growing their financial planning business, Brandon works with advisors to create a systematic process for their practice. Brandon helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.

  • Headshot of Bill Baker

    Bill Baker

    Installation Manager
    Responsibilities

    Bill helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.