My territory
Pacific Desert Region: Arizona, California, Hawaii, Nevada, Oregon, Washington, Utah, Colorado
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Pacific Desert Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
Career highlights
- Ameriprise Outstanding Leader Award, 2011, 2016, 2019, 2021
- CFP® certification, 2007
- Hall of Fame Inductee, 2021
Other interests
- Spending time with my family
- Coaching youth soccer for my daughters
- Running, cycling and weight training
- Avid Boston sports fan
Upcoming Events
Responsibilities
Becky creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include: strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership.
Responsibilities
Lynda specializes in helping advisors drive practice results 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.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Kelly 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, Kelly 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
Corie provides administrative and operational support, and also coordinates meetings, training and seminars. Corie is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Responsibilities
David is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
Responsibilities
Peter is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
Responsibilities
Michael is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.