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Debra Bennett

Franchise Field Vice President

Headshot of Debra Bennett
1585 Kapiolani Blvd., Suite 1304 Honolulu, HI 96814

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.


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


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
  • Operate with independence, knowing that support is available when needed
  • Drive practice value or equity
  • Understand how to effectively operate as a CEO of your practice

Career highlights

  • Provide coaching and mentoring to both independent and employee advisors in Hawaii (2005-present)
  • Selected and developed new advisors in Seattle/Bellevue and greater area of WA (2002-2005)
  • Personal practice in Hawaii, Virginia and Washington states (1986-2001)

Other interests

  • Past Board member — Junior Achievement of Hawaii
  • Past Chairman of the Board (2012) and past President (2011) FPA of Hawaii
  • Travel, dance, and spending time with family

My Leadership Team
  • Headshot of Maureen Tashman

    Maureen Tashman

    Recruiting Director

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

  • Headshot of Jason Helbig

    Jason Helbig, CFP®, CRPC®

    Sr. Regional Sales Director

    Jason specializes in helping advisors drive practice results 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 Eric Kelley

    Eric Kelley, CRPC®, BFATM

    Regional Sales Manager

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

  • Headshot of Helene Berndt

    Helene Berndt

    Senior Territory Coordinator

    Helene provides administrative and operational support, and also coordinates meetings, training and seminars. Helene 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.