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.
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
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Provide coaching and mentoring to both independent and employee advisors in Hawaii (2005-present)
- Selected and developed new advisors in Seattle/Bellevue and greater area of WA (2002-2005)
- Personal practice in Hawaii, Virginia and Washington states (1986-2001)
- Past Board member — Junior Achievement of Hawaii
- Past Chairman of the Board (2012) and past President (2011) FPA of Hawaii
- Travel, dance, and spending time with family
My Leadership Team
Maureen is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Sr Manager, Franchise Recruiting and Engagement
Mike 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. Mike 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.
Eric Kelley, CRPC™, BFA™
Sr. Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Eric coaches advisors on how to incorporate a systematic marketing process within their practice. He 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, Eric works with advisors to create a systematic process for their practice. He 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.
Field Engagement Coordinator
Helene provides administrative and operational support, and also coordinates meetings, training and seminars. Helene is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
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.