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Bill Cupach

Senior Franchise Field Vice President

Headshot of Bill Cupach
2035 Crocker Road, Ste. 201, Westlake, OH 44145
16

Years with Firm

Years with Firm

Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.

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)

My Leadership Team
  • Matt 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.

  • Headshot of Dan Winge

    Dan Winge, CRPC®

    Regional Sales Director
    Responsibilities

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

  • Headshot of Hannah Linehan

    Hannah Linehan

    Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Hannah 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, Hannah 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.

  • 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.

  • Headshot of Anya Toms

    Anya Toms

    Installation Manager
    Responsibilities

    Anya helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by 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, LLC, a registered investment adviser.