David is the Franchise Field Vice President for Michigan, Northwestern Ohio, and Northern Indiana. He began his career with Ameriprise in July 2012 and has been in field leadership since 2015. David is responsible for providing strategic direction in his territory and for ensuring advisors have access to the resources they need to successfully grow their practices. By combining the vision advisors establish for their practice with the support from his team and resources from Ameriprise, he allows advisors the opportunity to experience growth, equity ownership, and success.
David is married to his wife, Carly, and has two young boys, Landon and Mason. In addition to spending time with his family, David enjoys the outdoors, is an avid golfer, and loves all sports including cheering on the Packers, Badgers, and Timberwolves.
Career highlights include:
-
2017 Ameriprise Outstanding Leader Award
-
Has led several national committees focused on enhancing resources for advisory teams and supporting firm growth. Contributions include helping develop a new Business Planning Tool for advisors and advancing initiatives to attract and onboard experienced financial advisors to Ameriprise.
Responsibilities
Nicole is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Adam 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, Kami 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, Kami 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
Trisha provides day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as relationship manager for select advisors and operation personnel in territory to connect with corporate resourcing and programing.