Years of Experience See more information
Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.
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
- Help you grow your practice in a manner that works best for you
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Ran independent advisor practice for over a decade
- Former Co-Author
- Former Entrepreneur
- Former podcast host
My Leadership Team
Maureen is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Director, Franchise Recruiting and Engagement
Ken 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. Ken 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
Kayla 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.
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.