My territory
Eastern & Central Ohio, Western Pennsylvania and West Virginia
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
- Optimize practice efficiencies to drive improved margins
- 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
Interests
- Spending time with family- wife Ally, young daughter Katie and golden doodle Henry
- Golf, tennis & sand volleyball
- Live music & playing guitar
- Minnesota sports
Responsibilities
Debbie is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Erin 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. Erin is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Dan 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.
Indria 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. Indria is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Mary Kay provides administrative and operational support, and also coordinates meetings, training and seminars. Mary Kay is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.