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Headshot of Dean McGill

Dean McGill

  • CFP®, ChFC®, CRPC®
  • Senior Franchise Field Vice President

40

Years with Firm See more information

95%

Territory Retention Rate See more information

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 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

Headshot of Andrew Johnson

Andrew Johnson

Recruiting Director - Central and Northern California, Nevada, Arizona

Responsibilities

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

Headshot of Andrew Osland

Andrew Osland, CRPC™, BFA™

Associate Recruiting Director - Northern California, Nevada, Arizona

Responsibilities

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.

Headshot of Jason Helbig

Jason Helbig, CFP®, CRPC®

Senior Manager, Franchise Recruiting and Engagement

Responsibilities

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.

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.

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Lori Peterson

Field Engagement Coordinator

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.

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Saffi Hales

Regional Sales Manager

Responsibilities

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.

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Keziah Babu

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. 

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Akhil Saini

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.

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.