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.
Alaska, Idaho, Montana, Oregon, Utah, Washington
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
- 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
- Ten years as financial advisor, 23 years in field and corporate office leadership roles
- Love helping advisors reach their potential/acquisitions, and new advisor training programs
- Golf, pickleball, spending time with family, reading
My Leadership Team
Skyler is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Director, Franchise Recruiting and Engagement
McKenzie 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. McKenzie is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Regional Sales Director
Michelle specializes in helping advisors drive growth 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.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Rebekah 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, Rebekah 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
Tawnya provides administrative and operational support, and also coordinates meetings, training and seminars. Tawnya is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Senior Installations Manager
Paula helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.
Administrative Assistant to FFVPs in PacWest Region
The Senior Scheduling Assistant focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FVPs in the region.
Administrative Assistant to FREs in PacWest Region
The Scheduling Assistant focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FREs in the region.