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Mark Keeling

MBA, CFP®, CLU®, ChFC®, CLTC
Franchise Field Vice President

Mark Keeling

My Territory

Connecticut, Rhode Island, Western Massachusetts, Upstate New York and Vermont

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
  • Help you grow your practice in a manner that works best for you
  • Operate with independence, knowing that support is available when needed
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Local leadership team
  • Headshot of Nicholas Cantone

    Nicholas Cantone

    Recruiting Director
    Responsibilities

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

  • Headshot of Michael Sondak

    Michael Sondak

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    Michael 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. Michael is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • Benjamin Vang

    Benjamin Vang

    Regional Sales Manager

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Ben 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, Ben 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 Debbie Gable

    Debbie Gable

    Senior Territory Coordinator
    Responsibilities

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

  • Headshot of Pheng Vang

    Pheng Vang, CFP®, BFA™

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

    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.

  • Headshot of Aaron Bonnema

    Aaron Bonnema, CFP®

    Support Regional Financial Advice Sales Consultant
    Responsibilities

    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.

  • Headshot of Robin Brand

    Robin Brand

    Installation Manager
    Responsibilities

     

    Robin helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to 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, Inc., a registered investment adviser.