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Headshot of Bill Cupach

Bill Cupach

  • Senior Franchise Field Vice President

16

Years with Firm See more information

91

Territory Retention Rate See more information

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

Sr. 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 Indria Jenkins

Indria Jenkins

Regional Sales Manager

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

Field Engagement 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. (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.