CFP®
Franchise Field Vice President
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.
Years with Firm
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.
Advisor Retention Rate
Greater Boston, Eastern Massachusetts, Maine and New Hampshire
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:
Jeff is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Steve 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. Steve is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
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.
For advisors interested in growing their client acquisition business and improving their marketing strategies, Adam 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, Adam 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 Jo provides administrative and operational support, and also coordinates meetings, training and seminars. Mary Jo is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for their practice. Pheng 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.
For advisors interested in growing their financial planning business, Aaron works with advisors to create a systematic process for their practice. Aaron 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.
Robin helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.