Florida and South Alabama
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
- Chairman’s Award for Excellence, 2013
- Ameriprise Outstanding Leader Award, 2017 and 2019
- Chartering the local PRIDE employee network, 2012
- Traveling to a new country every year with my husband
- Working with Abused Women and Children Shelters
- Enjoying abundance of books and mindfulness through yoga and meditation
My Leadership Team
Ian Staples, CFP®, ChFC®, CLU®Recruiting Director
Ian is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Mitch Fiereck, CFP®, CRPC®, APMA®Senior Manager, Franchise Recruiting and Engagement
Mitch 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. Mitch is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Emily MarquisRegional Sales Director
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.
Alvaro TejadaRegional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Alvaro 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, Alvaro 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.
Karen ArmsSenior Territory Coordinator
Karen provides administrative and operational support, and also coordinates meetings, training and seminars. Karen is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Carolyn DolanSenior Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Carolyn works with advisors to create a systematic process for their practice. Carolyn 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.
Sarab AnandInstallation Manager
Sarab helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.