MBA, CRPC®
Senior 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
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.
Territory Retention Rate
Arizona and Southern California
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.
Maureen is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Andrew is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
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.
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.
Priscilla provides administrative and operational support, and also coordinates meetings, training and seminars. Priscilla 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, Michelle works with advisors to create a systematic process for their practice. Michelle 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.