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Glenn Flego

Franchise Field Vice President

Headshot of Glenn Flego
89 Headquarters Plaza, North Tower, 14th floor, Morristown, NJ 07960

My territory

New Jersey and Northeast Pennsylvania

Our Territory’s Mission Statement: To be the firm of choice for financial professionals who provide personalized advice, are energized by business ownership & equity, and value franchise growth through exceptional client service, high impact relationships, teamwork and community.

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
  • Leverage a broad array of products and services to best suit your practice and clients' needs

Local leadership team
  • Headshot of Douglas Frank

    Douglas Frank

    Recruiting Director
    Responsibilities

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

  • Headshot of Debi Biekkola

    Debi Biekkola, CFP®

    Regional Sales Director
    Responsibilities

    Debi 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 Brian Boyer

    Brian Boyer

    Senior Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Brian 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, Brian 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 Alex Montoya

    Alex Montoya

    Senior Regional Sales Manager
    Responsibilities

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

  • Bridget Jenkins

    Bridget Jenkins

    Senior Territory Coordinator
    Responsibilities

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

  • Headshot of Anita Karnatz

    Anita Karnatz, CRPC®

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

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

  • Patrick McLaughlin

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

    Bill Baker, ChFC®

    Installation Manager
    Responsibilities

    Bill helps practices create efficiencies by utilizing technology, integrating tools, and 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.