My territory
North Carolina, Virginia, Washington DC, Maryland and Delaware
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:
- Operate with independence, knowing that support is available as needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Understand how to effectively operate as a CEO of your practice
- Share best practices and provide coaching to help you achieve success
Career highlights
- Ameriprise Outstanding Leader Award 2014, 2017 and 2019
- Recipient of the First Year Top Achiever, Mercury Award and 5 Outstanding Advisor Awards
- Participant in the first Women's Leadership Academy
Other interests
- Traveling and enjoying all things outdoors
- Owner and operator of a Maryland based horse stable and competes in dressage
Responsibilities
Andrew is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Bill is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Ryan 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. Ryan is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Sean 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. Sean is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
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.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Staci 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.
For advisors interested in growing their financial planning business, Staci works with advisors to create a systematic process for their practice. She 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.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Eric 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.
For advisors interested in growing their financial planning business, Eric works with advisors to create a systematic process for their practice. He 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.
Responsibilities
Chelsea provides administrative and operational support, and also coordinates meetings, training and seminars. Chelsea is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.