Join Ameriprise

Bill Cupach

Senior Franchise Field Vice President

2035 Crocker Road, Ste. 201, Westlake, OH 44012
13

Years of Experience

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

91

Territory Retention Rate

Territory Retention Rate

Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.

My territory

Eastern & Central Ohio, Western Pennsylvania and West Virginia

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:

  • Transition your practice, providing customized support and best practices
  • Optimize practice efficiencies to drive improved margins
  • Operate with independence, knowing that support is available when needed
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Other interests

  • Spending time with my daughters
  • Golf
  • Avid baseball fan (Cleveland Indians and St. Louis Cardinals)

Local leadership team
  • Matthew Keves

    Recruiting Director
    Responsibilities

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

  • Erin Castaneda

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    Erin 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. Erin is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • McKenzie Kirkland

    Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, McKenzie coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, McKenzie 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.

  • Pheng Vang, CFP®, BFA™

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

    For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for their practice. Pheng 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 Aaron Bonnema

    Aaron Bonnema, CFP®

    Support Regional Financial Advice Sales Consultant
    Responsibilities

    For advisors interested in growing their financial planning business, Aaron works with advisors to create a systematic process for their practice. Aaron 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 Robin Brand

    Robin Brand

    Installation Manager
    Responsibilities

     

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

  • Mary Kay Armeni

    Senior Territory Coordinator
    Responsibilities

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

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.