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
My territory
New Mexico and Texas
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
- Understand how to effectively operate as a CEO of your practice
- Share best practices and provide coaching to help you achieve success
Career highlights
- Ameriprise Chairman's Award for Excellence, Winner, 2013 and 2020
Other interests
- Sports, the outdoors, and spending time with family
My Leadership Team
-
Responsibilities
Nick is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
-
Responsibilities
Sheri is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
-
Responsibilities
Anna 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. Anna is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
-
Responsibilities
Emily 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.
-
Responsibilities
Elizabeth provides administrative and operational support, and also coordinates meetings, training and seminars. Elizabeth is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
-
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Chris 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, Chris 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.
-
Responsibilities
For advisors interested in growing their financial planning business, Jay works with advisors to create a systematic process for their practice. Jay 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.
-
Responsibilities
Sarab helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.