My territory
Arizona, Central and Northern California and Nevada
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:
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available when needed
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
Career highlights
- Ran my own independent advisor practice for over a decade
- Received Ameriprise Outstanding Leader Award in 2011
Other interests
- Family – Maureen our children John, Faith, Joseph, Ryan, Christopher and Luke
- In addition to my family I really like to travel, play golf, and spend time boating at Lake Almanor
Responsibilities
Robert is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
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, Alex 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, Alex 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
Lori provides 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.
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.