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Danielle Dwyer

Franchise Field Vice President

Headshot of Dani Dwyer
260 N Josephine, Suite 200, Denver, CO 80206
19

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.

94%

Advisor Retention Rate

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.

My Territory

Wyoming, Colorado, Kansas, Oklahoma, Arkansas, and Northern Missouri

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
  • Help you grow your practice in a manner that works best for you
  • 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

Career highlights

  • Ameriprise Chairman’s Award for Excellence Winner, 2020
  • National Committee Work including Experienced Advisor Onboarding and Ramp Up, High Value Client AcquisitionNational Committee Work including Experienced Advisor Onboarding and Ramp Up, High Value Client Acquisition

Other interests

  • My husband Rob and I have two children, Addison (12) and Sean (9)

My Leadership Team
  • Jesse Heise

    Recruiting Director
    Responsibilities

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

  • Headshot of Nick Moloczij

    Nick Moloczij

    Manager, Franchise Recruiting and Engagement
    Responsibilities

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

  • Headshot of Meghan Villanueva

    Meghan Villanueva, CFP®, CRPC®, CMFC®

    Regional Sales Director
    Responsibilities

    Meghan specializes in helping advisors drive growth 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 Khadia Conteh

    Khadia Conteh, CRPC®

    Regional Sales Manager

    Khadia 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 Karen Williamson

    Karen Williamson

    Senior Territory Coordinator
    Responsibilities

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

  • Headshot of Rebekah Kyes

    Rebekah Kyes

    Financial Advice Sales Consultant
    Responsibilities

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

  • Kyle Wedin

    Installation Manager
    Responsibilities

    Kyle 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.