Years of Experience See more information
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.
Territory Retention Rate See more information
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.
Wisconsin, Eastern Iowa, Northwestern Illinois, and Northern Michigan
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
Help you grow your practice in a manner that works best for you
Understand how to effectively operate as a CEO of your practice
Share best practices and provide coaching to help you achieve success
- Grew territory production from $70m in 2007 to $120m in 2013
- Drove average advisor productivity from $240k in GDC in 2007 to $420k in 2013
- Have built and developed over 30 $1m advisor teams
- My children's sports and activities
- Food and wine
My Leadership Team
Jeremy is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Senior Manager, Franchise Recruiting and Engagement
Laura 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. Laura is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Regional Sales Director
Adrian specializes in helping advisors drive practice results 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.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Maisy 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, Maisy 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.
Field Engagement Coordinator
Amber provides administrative and operational support, and also coordinates meetings, training and seminars. Amber is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Tony works with advisors to create a systematic process for their practice. Tony 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.
Deb helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.