Tricia Kaye
Senior Franchise Field Vice President
- 2400 Lake Lansing Rd. Ste. B, Lansing MI 48912-3674
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.Years of Experience
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
My territory
Michigan and Northwestern Ohio
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:
- Help you grow your practice in a manner that works best for you
- Optimize practice efficiencies to drive improved margins
- Drive practice value or equity
- Leverage a broad array of products and services to best suit your practice and clients' needs
Career highlights
- 2020 Ameriprise Outstanding Leader Award
- Worked on several national committees, including Experienced Advisor onboarding and ramp up and building advisor teams
Other interests
- I am an avid runner and have completed 6 marathons
- My partner, Ellen, and I have an nine-year-old daughter, Lucy
My Leadership Team
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Responsibilities
Chris is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
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David Mendelsohn, CRPC®
Senior Manager, Franchise Recruiting and EngagementResponsibilities
Dave 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. Dave is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
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Responsibilities
Adam specializes in helping advisors drive growth 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.
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Responsibilities
Trisha provides administrative and operational support, and also coordinates meetings, training and seminars. Trisha is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
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Responsibilities
For advisors interested in growing their financial planning business, Joel works with advisors to create a systematic process for their practice. Joel 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.
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Responsibilities
Kyle helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.