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Headshot of David Call

David Call

  • CFP®, CIMA®
  • Franchise Field Vice President

32

Years of Experience See more information

94%

Territory Retention Rate See more information

My territory

Alaska, Idaho, Montana, 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

Career highlights

  • 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

Other Interests

  • Golf, pickleball, spending time with family, reading

My Leadership Team

Headshot of Skyler Newlands

Skyler Newlands

Recruiting Director - Washington, Idaho, Montana, Utah, Alaska, Oregon

Responsibilities

Skyler is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

McKenzie Kirkland

McKenzie Kirkland

Director, Franchise Recruiting and Engagement

Responsibilities

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.

Headshot of Michelle Long

Michelle Long

Regional Sales Director

Responsibilities

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.

Headshot of Rebekah Brooks

Rebekah Brooks

Regional Sales Manager

Responsibilities

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.

Headshot of Chris Gregor

Chris Gregor

Field Engagement Coordinator

Responsibilities

Chris provides administrative and operational support, and also coordinates meetings, training and seminars. Chris is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

Headshot of Paula Diaz

Paula Diaz

Senior Installations Manager

Responsibilities

Paula helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.

Headshot of Keziah Babu

Keziah Babu

Scheduling Assistant to FFVPs in Pacific West Region

The Senior Scheduling Assistant focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FVPs in the region. 

Headshot of Akhil Saini

Akhil Saini

Scheduling Assistant to FREs in Pacific West Region

The Senior Scheduling Assistant focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FREs in the region.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.