My territory
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
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
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.
Responsibilities
Christopher specializes in helping advisors drive growth 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, 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.
For advisors interested in growing their financial planning business, Rebekah works with advisors to create a systematic process for their practice. She 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
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.
Keziah focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FVPs in the region.
The Scheduling Assistant focuses on scheduling meetings, expense management, capturing activities in CRM and booking travel for the FREs in the region.