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Headshot of James A. Frisone, III

James A. Frisone, III

  • CFP®, ChFC®, CRPC®, AWMA®
  • Regional Vice President, Ameriprise Advisor Group

25

Years with Firm See more information

My territory

Pacific Desert Region: Arizona, California, Hawaii, Nevada, Oregon, Washington

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 Event

Are You Leveraging All Of The Technology Available To You At Ameriprise?

Tuesday March 26, 2024

Time: 4:00 P.M. – 5:00 P.M. PT

Click here to register for the event

Click here to join the meeting

Learn more about the following:

  • Get “on-the- go” access

  • Message Center

  • Statements & Documents

  • Total View

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  • Personalize your Account

Presented By:

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

Regional Vice President

 

My Leadership Team

Headshot of Becky Kienzle

Becky Kienzle

Regional Director of Operations

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. 

Headshot of Lynda Counts

Lynda Counts, BFA™, CWS®, AIF®

Regional Sales Director

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.

Headshot of Kelly Cabalka

Kelly Cabalka

Regional Sales Manager

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.

Headshot of Corie Bellamy

Corie Bellamy

Sr. Region Coordinator

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.

Headshot of David Spataro

David Spataro

Complex Director, Southern California

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.

Headshot of Peter Groeschel

Peter Groeschel

Complex Director, Oregon/Washington

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.

Headshot of John Wade

John Wade

Complex Director

Responsibilities

John 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.

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.