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Tricia Kaye

Franchise Field Vice President

Headshot of Tricia Kaye
2723 South State Street, Suite 150 Ann Arbor, MI 48104
12

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

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

  • 2011 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 a four-year old daughter, Lucy

Local leadership team
  • Headshot of Chris Moen

    Chris Moen

    Recruiting Director
    Responsibilities

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

  • Headshot of David Mendelsohn

    David Mendelsohn

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    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.

  • Headshot of Meghan Villanueva

    Meghan Villanueva

    Regional Sales Director
    Responsibilities

    Meghan 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.

  • Headshot of Christel Ingles

    Christel Ingles

    Regional Sales Director
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Christel coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Christel 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 Trisha Struck

    Trisha Struck

    Senior Territory Coordinator
    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.

  • Headshot of Mitch Johnson

    Mitch Johnson, CFP®

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

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

  • Photo of Jeff Daugherty

    Jeff Daugherty

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

    Jackson Wieland

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

  • Kyle Wedin

    Installation Manager
    Responsibilities

    Kyle 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.