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Matt Roesser

MBA
Senior Franchise Field Vice President

Headshot of Matt Roesser
2 Overhill Road, Suite 400 Scarsdale, NY 10583
9

Years with Firm

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.

20

Years of Experience

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

My territory

New York City and South Connecticut

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
  • Grow your practice when and how you want to
  • Operate with independence, knowing that support is available when needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs

Career highlights

  • Recipient of Ameriprise Outstanding Leader award, 2011 and 2017
  • Consistently achieved 95%+ advisor retention during nine years as field leader
  • Successful transition of more than 70 new advisors to Ameriprise from 2008 to 2016

Other interests

  • Charitable organizations: Philabundance, American Cancer Society, and Lustgarten Foundation
  • Alumni associations: LaSalle University, Temple University and Seton Hall University

Local leadership team
  • Headshot of Clay Harrison

    Clay Harrison

    Recruiting Director
    Responsibilities

    Clay is responsible for sourcing and evaluating experienced advisors, including franchisees, Associate Financial Advisors and advisors coming from acquired practices.

  • Headshot of Laura Beddor

    Laura Beddor

    Manager, Franchise Recruiting and Engagement
    Responsibilities

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

  • Headshot of Michael Carroll

    Michael Carroll

    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.

  • Headshot of Debi Biekkola

    Debi Biekkola

    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 Ryan Greiber

    Ryan Greiber

    Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Ryan 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, Ryan 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 Chris Borras

    Chris Borras

    Senior Territory Coordinator
    Responsibilities

    Chris provides administrative and operational support, and also coordinates meetings, training and seminars. Chris 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.

  • Headshot of Brandon Bardal

    Brandon Bardal

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

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.