My territory
Minnesota, North Dakota, South Dakota, Nebraska, and Central & Western Iowa
How I work to support your success
I am responsible for ensuring that advisors have access to resources to run and grow their practices. By combining the vision you establish for your practice, support from my team, and resources from Ameriprise, you'll have the opportunity to grow your practice the way you want. I also specialize in helping advisors build their teams through practice acquisition or adding team members.
My team and I will work with you to:
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available when needed
- Understand how to effectively operate as a CEO of your practice
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Career highlights
- Ameriprise Outstanding Leader Award 2009, 2014 & 2020
Other interests
- Traveling
- Spending time with my family
Responsibilities
Adam is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Mike 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. Mike is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Orr 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.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Derek 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, Derek 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
Connie provides administrative and operational support, and also coordinates meetings, training and seminars. Connie is the point person for advisor questions and proactively works with advisors to ensure they receive the support they need.
Responsibilities
Deb helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.