My territory
Louisiana, Mississippi, Alabama, Georgia and South Carolina
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:
- Optimize practice efficiencies to help drive improved margins
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Career Highlight:
- Outstanding Leader Award Recipient 2025
Other Interests:
- Quality time with my wife and three children
- Spending time staying active in the outdoors
- Learning new ideas by reading and listening to podcasts
Responsibilities
Joe is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Emily 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.
Responsibilities
Julie provides day-to-day coordination and support for territory initiatives and projects to ensure key tasks and deadlines are met. Julie acts as a relationship manager for select advisors and operations personnel within the territory to connect with corporate resourcing and programs.