Years with Firm See more information
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
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.
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
- Ameriprise Outstanding Leader Award 2009 & 2014
- Spending time with my family
My Leadership Team
Adam is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Director, Franchise Recruiting and Engagement
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.
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.
Sr. Regional Sales Manager
Sarah 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.
Field Engagement Coordinator
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.
Deb helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.