MBA, CRPC®, AAMS®
Franchise Field Vice President
North Carolina, Virginia, Washington DC, Maryland and Delaware
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:
Jason is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Ariana is responsible for sourcing and evaluating experienced advisors, including franchisees, Associate Financial Advisors and advisors coming from acquired practices.
Richard 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. Richard is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Dana 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. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Dana is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
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.
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.
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.
For advisors interested in growing their financial planning business, Patrick works with advisors to create a systematic process for their practice. Patrick 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.
Bill helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.