Years with Firm See more information
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
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.
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
- Ran my own independent advisor practice for over a decade
- Received Ameriprise Outstanding Leader Award in 2011
- Family – Maureen ourr 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
My Leadership Team
Andrew is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Andrew Osland specializes in partnering experienced advisors with existing teams amongst our three advisory platforms. He is a specialist in helping advisors create fully tailored sunset/succession plans for their practices -- which enables a consistent experience for clients and their loved ones.
Jason Helbig, CFP®, CRPC®
Senior Manager, Franchise Recruiting and Engagement
Jason 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. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Jason 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.
Field Engagement Coordinator
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.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Saffi 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, Saffi 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.
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.